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Prestige Wealth Management Group’s iShares Russell 3000 ETF IWV Stock Holding History

Prestige Wealth Management Group’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 		$174K Buy
407
+1
+0.2% +$412 0.03% 179
2026
Q1 		$151K Buy
406
+1
+0.2% +$387 0.03% 176
2025
Q4 		$157K Buy
405
+1
+0.2% +$384 0.03% 176
2025
Q3 		$153K Buy
404
+1
+0.2% +$365 0.03% 188
2025
Q2 		$142K Buy
403
+1
+0.2% +$325 0.03% 191
2025
Q1 		$128K Buy
402
+1
+0.2% +$335 0.03% 182
2024
Q4 		$134K Buy
+401
New +$135K 0.03% 181

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

Prestige Wealth Management Group's IWV Position: Q2 2026 in Review

Prestige Wealth Management Group increased its iShares Russell 3000 ETF (IWV) stake by 0.25% in Q2 2026, buying an estimated $412 and bringing the position to 407 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #179.

Prestige Wealth Management Group first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Prestige Wealth Management Group held 407 shares of iShares Russell 3000 ETF worth $174K as of Q2 2026.
  • Prestige Wealth Management Group bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #179 holding.
  • Prestige Wealth Management Group first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.