PWMG
IWV icon

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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return