QPWM
IWV icon

Quadrant Private Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Quadrant Private Wealth Management’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 		$946K Buy
2,553
+3
+0.1% +$1.16K 0.15% 120
2025
Q4 		$986K Buy
2,550
+5
+0.2% +$1.92K 0.16% 117
2025
Q3 		$965K Buy
2,545
+4
+0.2% +$1.46K 0.18% 110
2025
Q2 		$892K Buy
2,541
+904
+55% +$294K 0.18% 105
2025
Q1 		$520K Buy
1,637
+4
+0.2% +$1.34K 0.13% 136
2024
Q4 		$546K Buy
1,633
+5
+0.3% +$1.68K 0.13% 138
2024
Q3 		$532K Buy
1,628
+5
+0.3% +$1.57K 0.13% 138
2024
Q2 		$501K Buy
1,623
+5
+0.3% +$1.49K 0.12% 149
2024
Q1 		$486K Buy
1,618
+4
+0.2% +$1.14K 0.12% 139
2023
Q4 		$442K Sell
1,614
-29
-2% -$7.39K 0.12% 139
2023
Q3 		$404K Hold
1,643
– – 0.14% 131
2023
Q2 		$418K Buy
1,643
+4
+0.2% +$962 0.12% 147
2023
Q1 		$386K Buy
1,639
+6
+0.4% +$1.39K 0.12% 150
2022
Q4 		$360K Buy
+1,633
New +$363K 0.12% 149
2022
Q2 		$352K Buy
1,618
+5
+0.3% +$1.18K 0.14% 134
2022
Q1 		$423K Buy
1,613
+5
+0.3% +$1.29K 0.16% 129
2021
Q4 		$446K Sell
1,608
-592
-27% -$160K 0.17% 128
2021
Q3 		$561K Hold
2,200
– – 0.23% 95
2021
Q2 		$563K Buy
2,200
+8
+0.4% +$1.99K 0.23% 95
2021
Q1 		$520K Hold
2,192
– – 0.23% 95
2020
Q4 		$490K Buy
2,192
+6
+0.3% +$1.26K 0.22% 99
2020
Q3 		$428K Sell
2,186
-49
-2% -$9.48K 0.22% 98
2020
Q2 		$402K Sell
2,235
-191
-8% -$32.4K 0.23% 105
2020
Q1 		$360K Sell
2,426
-322
-12% -$57.3K 0.3% 77
2019
Q4 		$518K Sell
2,748
-149
-5% -$26.9K 0.46% 56
2019
Q3 		$503K Hold
2,897
– – 0.46% 56
2019
Q2 		$499K Buy
2,897
+16
+0.6% +$2.71K 0.45% 58
2019
Q1 		$480K Buy
2,881
+10
+0.3% +$1.6K 0.44% 54
2018
Q4 		$422K Buy
2,871
+30
+1% +$4.77K 0.45% 57
2018
Q3 		$489K Buy
2,841
+11
+0.4% +$1.86K 0.43% 50
2018
Q2 		$459K Hold
2,830
– – 0.45% 47
2018
Q1 		$442K Buy
2,830
+961
+51% +$155K 0.58% 41
2017
Q4 		$296K Buy
+1,869
New +$288K 0.31% 68

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

Quadrant Private Wealth Management's IWV Position: Q1 2026 in Review

Quadrant Private Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.12% in Q1 2026, buying an estimated $1.16K and bringing the position to 2,553 shares worth $946K. The position accounts for 0.15% of the portfolio, ranked #120.

Quadrant Private Wealth Management first reported a position in IWV in Q4 2017 and has held it in 33 quarters since. The position peaked at $986K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Quadrant Private Wealth Management held 2,553 shares of iShares Russell 3000 ETF worth $946K as of Q1 2026.
  • Quadrant Private Wealth Management bought 3 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Russell 3000 ETF made up 0.15% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #120 holding.
  • Quadrant Private Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 33 quarters since.
  • Quadrant Private Wealth Management's iShares Russell 3000 ETF position peaked at $986K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.