Parkside Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Parkside Investments’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	$251K	Buy	+589	New	+$243K	0.03%	88
2023 Q2	–	Sell	-35,625	Closed	-$8.39M	–	91
2023 Q1	$8.39M	Buy	35,625 +32,410	+1,008%	+$7.48M	1.58%	26
2022 Q4	$709K	Buy	+3,215	New	+$714K	0.14%	73
2022 Q3	–	Sell	-32,055	Closed	-$6.97M	–	88
2022 Q2	$6.97M	Buy	32,055 +19,985	+166%	+$4.73M	1.47%	30
2022 Q1	$3.17M	Buy	12,070 +2,065	+21%	+$535K	0.62%	45
2021 Q4	$2.78M	Buy	10,005 +760	+8%	+$206K	0.53%	51
2021 Q3	$2.36M	Buy	9,245 +1,885	+26%	+$494K	0.49%	49
2021 Q2	$1.88M	Buy	7,360 +1,220	+20%	+$304K	0.36%	55
2021 Q1	$1.46M	Sell	6,140 -3,925	-39%	-$912K	0.3%	62
2020 Q4	$2.25M	Buy	10,065 +6,525	+184%	+$1.37M	0.5%	54
2020 Q3	$692K	Sell	3,540 -375	-10%	-$72.6K	0.18%	79
2020 Q2	$704K	Sell	3,915 -7,670	-66%	-$1.3M	0.19%	81
2020 Q1	$1.72M	Buy	11,585 +9,850	+568%	+$1.75M	0.57%	62
2019 Q4	$327K	Buy	+1,735	New	+$313K	0.08%	100

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

Parkside Investments's IWV Position: Q2 2026 in Review

Parkside Investments opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 589 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings. This is a return to the name: Parkside Investments previously reported a position in IWV as recently as Q1 2023.

Parkside Investments first reported a position in IWV in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.39M in Q1 2023. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Parkside Investments held 589 shares of iShares Russell 3000 ETF worth $251K as of Q2 2026.
iShares Russell 3000 ETF was a new Parkside Investments position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Parkside Investments's portfolio in Q2 2026, its #88 holding.
Parkside Investments first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 14 quarters since.
Parkside Investments's iShares Russell 3000 ETF position peaked at $8.39M in Q1 2023.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.