PCP
IWV icon

Proficio Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Proficio Capital Partners’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 		$61.1M Sell
143,298
-384
-0.3% -$158K 2.19% 9
2026
Q1 		$53.3M Sell
143,682
-9,795
-6% -$3.79M 2.85% 6
2025
Q4 		$59.4M Hold
153,477
– – 4.17% 5
2025
Q3 		$58.2M Buy
153,477
+108
+0.1% +$39.4K 4% 6
2025
Q2 		$53.8M Sell
153,369
-1,310
-0.8% -$425K 3.35% 5
2025
Q1 		$49.3M Sell
154,679
-16,461
-10% -$5.52M 3.81% 5
2024
Q4 		$57.2M Sell
171,140
-4,629
-3% -$1.56M 4.64% 5
2024
Q3 		$57.4M Buy
175,769
+2,253
+1% +$709K 5.71% 4
2024
Q2 		$53.6M Sell
173,516
-3,239
-2% -$967K 5.62% 2
2024
Q1 		$52M Buy
176,755
+2,626
+2% +$749K 5.73% 2
2023
Q4 		$47.7M Sell
174,129
-334
-0.2% -$85.2K 5.89% 4
2023
Q3 		$42.8M Sell
174,463
-260
-0.1% -$66.4K 5.7% 4
2023
Q2 		$44.5M Buy
174,723
+5,634
+3% +$1.35M 6.05% 3
2023
Q1 		$39.8M Buy
169,089
+4,559
+3% +$1.05M 6.32% 3
2022
Q4 		$36.3M Sell
164,530
-1,933
-1% -$430K 6.87% 4
2022
Q3 		$34.5M Sell
166,463
-8,561
-5% -$1.97M 6.35% 3
2022
Q2 		$38M Sell
175,024
-4,049
-2% -$959K 7.12% 2
2022
Q1 		$47M Sell
179,073
-13,241
-7% -$3.43M 7.02% 2
2021
Q4 		$53.4M Buy
192,314
+10,745
+6% +$2.91M 7.43% 2
2021
Q3 		$46.2M Buy
181,569
+1,035
+0.6% +$271K 6.08% 2
2021
Q2 		$46.2M Sell
180,534
-50
-0% -$12.5K 5.63% 2
2021
Q1 		$42.8M Sell
180,584
-5,530
-3% -$1.28M 5.55% 2
2020
Q4 		$41.6M Sell
186,114
-45,360
-20% -$9.53M 6.51% 2
2020
Q3 		$45.3M Buy
231,474
+63,262
+38% +$12.2M 8.01% 2
2020
Q2 		$30.3M Sell
168,212
-34,130
-17% -$5.78M 6.19% 2
2020
Q1 		$32.5M Buy
202,342
+35,411
+21% +$6.3M 8.17% 2
2019
Q4 		$31.5M Buy
166,931
+47,227
+39% +$8.51M 9.07% 2
2019
Q3 		$20.8M Buy
119,704
+3,062
+3% +$531K 7.76% 1
2019
Q2 		$20.1M Buy
116,642
+64,737
+125% +$11M 6.88% 1
2019
Q1 		$8.65M Buy
+51,905
New +$8.33M 3.09% 6

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

Proficio Capital Partners's IWV Position: Q2 2026 in Review

Proficio Capital Partners reduced its iShares Russell 3000 ETF (IWV) stake by 0.27% in Q2 2026, selling an estimated $158K and leaving 143,298 shares worth $61.1M. The position accounts for 2.19% of the portfolio, ranked #9.

Proficio Capital Partners first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. 907 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Proficio Capital Partners held 143,298 shares of iShares Russell 3000 ETF worth $61.1M as of Q2 2026.
  • Proficio Capital Partners sold 384 iShares Russell 3000 ETF shares in Q2 2026, an estimated $158K.
  • iShares Russell 3000 ETF made up 2.19% of Proficio Capital Partners's portfolio in Q2 2026, its #9 holding.
  • Proficio Capital Partners first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
  • 907 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.