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

Prosperity Capital 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
Q2 		$837K Sell
1,964
-379
-16% -$156K 0.04% 208
2026
Q1 		$868K Sell
2,343
-2,034
-46% -$787K 0.05% 203
2025
Q4 		$1.69M Buy
4,377
+1,701
+64% +$653K 0.1% 129
2025
Q3 		$1.01M Buy
2,676
+210
+9% +$76.6K 0.06% 189
2025
Q2 		$866K Buy
2,466
+379
+18% +$123K 0.06% 191
2025
Q1 		$666K Sell
2,087
-1,829
-47% -$613K 0.05% 200
2024
Q4 		$1.31M Sell
3,916
-759
-16% -$256K 0.11% 138
2024
Q3 		$1.53M Buy
4,675
+921
+25% +$290K 0.13% 119
2024
Q2 		$1.16M Buy
3,754
+500
+15% +$149K 0.13% 119
2024
Q1 		$976K Buy
3,254
+33
+1% +$9.41K 0.12% 138
2023
Q4 		$882K Buy
3,221
+1,639
+104% +$418K 0.1% 110
2023
Q3 		$388K Buy
1,582
+219
+16% +$56K 0.05% 159
2023
Q2 		$347K Buy
1,363
+115
+9% +$27.7K 0.05% 177
2023
Q1 		$294K Buy
1,248
+219
+21% +$50.5K 0.05% 163
2022
Q4 		$227K Buy
+1,029
New +$229K 0.07% 174

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

Prosperity Capital Advisors's IWV Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 16% in Q2 2026, selling an estimated $156K and leaving 1,964 shares worth $837K. The position accounts for 0.04% of the portfolio, ranked #208.

Prosperity Capital Advisors first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.69M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Prosperity Capital Advisors held 1,964 shares of iShares Russell 3000 ETF worth $837K as of Q2 2026.
  • Prosperity Capital Advisors sold 379 iShares Russell 3000 ETF shares in Q2 2026, an estimated $156K.
  • iShares Russell 3000 ETF made up 0.04% of Prosperity Capital Advisors's portfolio in Q2 2026, its #208 holding.
  • Prosperity Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's iShares Russell 3000 ETF position peaked at $1.69M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.