Performa Ltd (US)’s iShares Russell 3000 ETF IWV Stock Holding History

Performa Ltd (US)’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	$1.07M	Buy	+2,500	New	+$1.03M	0.17%	20

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

Performa Ltd (US)'s IWV Position: Q2 2026 in Review

Performa Ltd (US) opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 2,500 shares worth $1.07M. The stake represents 0.17% of the portfolio and ranks #20 among its holdings.

906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Performa Ltd (US) held 2,500 shares of iShares Russell 3000 ETF worth $1.07M as of Q2 2026.
iShares Russell 3000 ETF was a new Performa Ltd (US) position in Q2 2026.
iShares Russell 3000 ETF made up 0.17% of Performa Ltd (US)'s portfolio in Q2 2026, its #20 holding.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.