&Partners’s iShares Russell 3000 ETF IWV Stock Holding History

&Partners’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	$1.11M	Sell	2,594 -972	-27%	-$400K	﹤0.01%	1353
2026 Q1	$1.32M	Sell	3,566 -1,557	-30%	-$602K	0.01%	1147
2025 Q4	$1.98M	Buy	5,123 +2,359	+85%	+$905K	0.01%	861
2025 Q3	$1.05M	Buy	2,764 +487	+21%	+$178K	0.01%	1067
2025 Q2	$799K	Buy	2,277 +896	+65%	+$291K	0.01%	1097
2025 Q1	$436K	Sell	1,381 -1,708	-55%	-$573K	﹤0.01%	1203
2024 Q4	$1.04M	Buy	3,089 +2,416	+359%	+$813K	0.01%	749
2024 Q3	$220K	Buy	+673	New	+$212K	﹤0.01%	1262

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

&Partners's IWV Position: Q2 2026 in Review

&Partners reduced its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, selling an estimated $400K and leaving 2,594 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

&Partners first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

&Partners held 2,594 shares of iShares Russell 3000 ETF worth $1.11M as of Q2 2026.
&Partners sold 972 iShares Russell 3000 ETF shares in Q2 2026, an estimated $400K.
iShares Russell 3000 ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1353 holding.
&Partners first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
&Partners's iShares Russell 3000 ETF position peaked at $1.98M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.