Pittenger & Anderson Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Pittenger & Anderson Inc’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	$183K	Hold	428	–	–	0.01%	240
2026 Q1	$159K	Buy	428 +33	+8%	+$12.8K	0.01%	242
2025 Q4	$153K	Hold	395	–	–	0.01%	243
2025 Q3	$150K	Hold	395	–	–	0.01%	241
2025 Q2	$139K	Sell	395 -5	-1%	-$1.62K	0.01%	232
2025 Q1	$127K	Hold	400	–	–	﹤0.01%	232
2024 Q4	$134K	Hold	400	–	–	﹤0.01%	244
2024 Q3	$131K	Sell	400 -50	-11%	-$15.7K	﹤0.01%	258
2024 Q2	$139K	Hold	450	–	–	0.01%	245
2024 Q1	$135K	Hold	450	–	–	0.01%	250
2023 Q4	$123K	Sell	450 -70	-13%	-$17.8K	0.01%	250
2023 Q3	$127K	Buy	+520	New	+$133K	0.01%	221
2022 Q1	–	Sell	-6	Closed	-$2K	–	467
2021 Q4	$2K	Buy	+6	New	+$1.63K	﹤0.01%	426

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

Pittenger & Anderson Inc's IWV Position: Q2 2026 in Review

Pittenger & Anderson Inc held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 428 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #240.

Pittenger & Anderson Inc first reported a position in IWV in Q4 2021 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Pittenger & Anderson Inc held 428 shares of iShares Russell 3000 ETF worth $183K as of Q2 2026.
Pittenger & Anderson Inc left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #240 holding.
Pittenger & Anderson Inc first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.