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Portfolio Strategies’s iShares Russell 3000 ETF IWV Stock Holding History

Portfolio Strategies’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 		$407K Sell
955
-69,366
-99% -$28.6M 0.04% 46
2026
Q1 		$26.1M Sell
70,321
-774
-1% -$299K 3.21% 14
2025
Q4 		$27.5M Sell
71,095
-2,880
-4% -$1.11M 3.18% 14
2025
Q3 		$28M Sell
73,975
-1,102
-1% -$402K 3.26% 14
2025
Q2 		$26.3M Sell
75,077
-12,273
-14% -$3.99M 3.43% 14
2025
Q1 		$27.7M Sell
87,350
-4,301
-5% -$1.44M 4.3% 11
2024
Q4 		$30.6M Sell
91,651
-27,973
-23% -$9.42M 4.35% 10
2024
Q3 		$39.1M Sell
119,624
-2,297
-2% -$723K 5.28% 10
2024
Q2 		$37.6M Sell
121,921
-863
-0.7% -$258K 5.13% 9
2024
Q1 		$36.8M Buy
122,784
+942
+0.8% +$269K 2.5% 14
2023
Q4 		$33.8M Sell
121,842
-1,020
-0.8% -$260K 5.61% 8
2023
Q3 		$30.1M Buy
122,862
+47
+0% +$12K 5.8% 6
2023
Q2 		$31.3M Sell
122,815
-298
-0.2% -$71.7K 5.65% 7
2023
Q1 		$29M Sell
123,113
-1,880
-2% -$434K 5.65% 4
2022
Q4 		$27.6M Buy
+124,993
New +$27.8M 6.15% 5
2022
Q3 		– Hold
0
– – – 20
2018
Q4 		– Sell
-228
Closed -$39K – 117
2018
Q3 		$39K Hold
228
– – 0.02% 78
2018
Q2 		$37K Hold
228
– – 0.02% 78
2018
Q1 		$36K Hold
228
– – 0.03% 83
2017
Q4 		$36K Buy
+228
New +$35.2K 0.02% 93

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
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Portfolio Strategies's IWV Position: Q2 2026 in Review

Portfolio Strategies reduced its iShares Russell 3000 ETF (IWV) stake by 99% in Q2 2026, selling an estimated $28.6M and leaving 955 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #46.

Portfolio Strategies first reported a position in IWV in Q4 2017 and has held it in 19 quarters since. The position peaked at $39.1M in Q3 2024. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Portfolio Strategies held 955 shares of iShares Russell 3000 ETF worth $407K as of Q2 2026.
  • Portfolio Strategies sold 69,366 iShares Russell 3000 ETF shares in Q2 2026, an estimated $28.6M.
  • iShares Russell 3000 ETF made up 0.04% of Portfolio Strategies's portfolio in Q2 2026, its #46 holding.
  • Portfolio Strategies first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 19 quarters since.
  • Portfolio Strategies's iShares Russell 3000 ETF position peaked at $39.1M in Q3 2024.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.