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Prime Capital Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Prime Capital Investment 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
Q1 		$4.57M Buy
12,337
+38
+0.3% +$14.7K 0.05% 233
2025
Q4 		$4.76M Buy
12,299
+82
+0.7% +$31.5K 0.06% 210
2025
Q3 		$4.63M Sell
12,217
-184
-1% -$67.1K 0.06% 207
2025
Q2 		$4.35M Buy
12,401
+848
+7% +$275K 0.06% 215
2025
Q1 		$3.67M Sell
11,553
-24
-0.2% -$8.05K 0.04% 274
2024
Q4 		$3.87M Buy
11,577
+903
+8% +$304K 0.06% 222
2024
Q3 		$3.49M Sell
10,674
-332
-3% -$104K 0.05% 248
2024
Q2 		$3.4M Hold
11,006
– – 0.05% 242
2024
Q1 		$3.3M Sell
11,006
-349
-3% -$99.6K 0.05% 263
2023
Q4 		$3.11M Buy
11,355
+9,906
+684% +$2.53M 0.05% 268
2023
Q3 		$355K Buy
1,449
+2
+0.1% +$511 0.01% 539
2023
Q2 		$368K Buy
+1,447
New +$348K 0.01% 546

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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 $1.56T AUM 27.86% 1-Year Est. Return

Prime Capital Investment Advisors's IWV Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.31% in Q1 2026, buying an estimated $14.7K and bringing the position to 12,337 shares worth $4.57M. The position accounts for 0.05% of the portfolio, ranked #233.

Prime Capital Investment Advisors first reported a position in IWV in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.76M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Prime Capital Investment Advisors held 12,337 shares of iShares Russell 3000 ETF worth $4.57M as of Q1 2026.
  • Prime Capital Investment Advisors bought 38 iShares Russell 3000 ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Russell 3000 ETF made up 0.05% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 12 quarters since.
  • Prime Capital Investment Advisors's iShares Russell 3000 ETF position peaked at $4.76M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.