PJWM
IWV icon

Philip James Wealth Mangement’s iShares Russell 3000 ETF IWV Stock Holding History

Philip James Wealth Mangement’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
Q1 		– Sell
-664
Closed -$257K – 166
2025
Q4 		$257K Buy
664
+2
+0.3% +$768 0.03% 156
2025
Q3 		$251K Buy
662
+1
+0.2% +$365 0.03% 163
2025
Q2 		$232K Buy
661
+2
+0.3% +$650 0.03% 154
2025
Q1 		$209K Buy
659
+2
+0.3% +$671 0.03% 161
2024
Q4 		$220K Buy
657
+2
+0.3% +$673 0.03% 162
2024
Q3 		$214K Buy
655
+2
+0.3% +$630 0.03% 153
2024
Q2 		$202K Buy
+653
New +$195K 0.13% 75

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Philip James Wealth Mangement's IWV Position: Q1 2026 in Review

Philip James Wealth Mangement sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 664 shares — an estimated $257K sold.

Philip James Wealth Mangement first reported a position in IWV in Q2 2024 and held it in 7 quarters. The position peaked at $257K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Philip James Wealth Mangement reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 664 iShares Russell 3000 ETF shares in Q1 2026, an estimated $257K.
  • Philip James Wealth Mangement first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 7 quarters.
  • Philip James Wealth Mangement's iShares Russell 3000 ETF position peaked at $257K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.