Parcion Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Parcion Private Wealth’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	3,110	–	–	0.07%	147
2026 Q1	$1.15M	Hold	3,110	–	–	0.07%	143
2025 Q4	$1.2M	Hold	3,110	–	–	0.07%	130
2025 Q3	$1.18M	Hold	3,110	–	–	0.07%	124
2025 Q2	$1.09M	Hold	3,110	–	–	0.08%	120
2025 Q1	$988K	Hold	3,110	–	–	0.08%	125
2024 Q4	$1.04M	Hold	3,110	–	–	0.08%	121
2024 Q3	$1.02M	Hold	3,110	–	–	0.08%	119
2024 Q2	$960K	Hold	3,110	–	–	0.09%	113
2024 Q1	$933K	Hold	3,110	–	–	0.08%	113
2023 Q4	$851K	Hold	3,110	–	–	0.08%	112
2023 Q3	$762K	Buy	+3,110	New	+$795K	0.08%	116

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parcion Private Wealth's IWV Position: Q2 2026 in Review

Parcion Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,110 shares worth $1.33M. The position accounts for 0.07% of the portfolio, ranked #147.

Parcion Private Wealth first reported a position in IWV in Q3 2023 and has held it in 12 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Parcion Private Wealth held 3,110 shares of iShares Russell 3000 ETF worth $1.33M as of Q2 2026.
Parcion Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.07% of Parcion Private Wealth's portfolio in Q2 2026, its #147 holding.
Parcion Private Wealth first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 12 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.