PWA
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Pitcairn Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Pitcairn Wealth Advisors’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 		$215M Sell
503,370
-4,120
-0.8% -$1.7M 23.51% 1
2026
Q1 		$196M Sell
507,490
-4,279
-0.8% -$1.66M 18.07% 2
2025
Q4 		$198M Buy
+511,769
New +$196M 17.81% 2

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pitcairn Wealth Advisors's IWV Position: Q2 2026 in Review

Pitcairn Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.81% in Q2 2026, selling an estimated $1.7M and leaving 503,370 shares worth $215M. The position accounts for 23.51% of the portfolio, ranked #1.

Pitcairn Wealth Advisors first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Pitcairn Wealth Advisors held 503,370 shares of iShares Russell 3000 ETF worth $215M as of Q2 2026.
  • Pitcairn Wealth Advisors sold 4,120 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.7M.
  • iShares Russell 3000 ETF made up 23.51% of Pitcairn Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Pitcairn Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Pitcairn Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.