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

Realta 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
Q2 		$168K Hold
395
– – 0.05% 221
2026
Q1 		$146K Hold
395
– – 0.05% 211
2025
Q4 		$153K Buy
395
+195
+98% +$74.8K 0.05% 206
2025
Q3 		$75.8K Sell
200
-195
-49% -$71.1K 0.03% 222
2025
Q2 		$139K Hold
395
– – 0.05% 192
2025
Q1 		$125K Hold
395
– – 0.06% 194
2024
Q4 		$134K Sell
395
-99
-20% -$33.3K 0.05% 209
2024
Q3 		$164K Sell
494
-929
-65% -$292K 0.08% 191
2024
Q2 		$439K Sell
1,423
-113
-7% -$33.7K 0.09% 253
2024
Q1 		$461K Sell
1,536
-2
-0.1% -$571 0.1% 246
2023
Q4 		$421K Sell
1,538
-198
-11% -$50.5K 0.1% 245
2023
Q3 		$442K Hold
1,736
– – 0.1% 228
2023
Q2 		$442K Buy
1,736
+1
+0.1% +$240 0.1% 235
2023
Q1 		$408K Sell
1,735
-9
-0.5% -$2.08K 0.1% 234
2022
Q4 		$385K Sell
1,744
-101
-5% -$22.4K 0.09% 249
2022
Q3 		$382K Buy
1,845
+2
+0.1% +$460 0.1% 235
2022
Q2 		$406K Buy
1,843
+92
+5% +$21.8K 0.1% 220
2022
Q1 		$459K Sell
1,751
-133
-7% -$34.4K 0.09% 231
2021
Q4 		$523K Buy
1,884
+1
+0.1% +$271 0.12% 207
2021
Q3 		$480K Buy
1,883
+151
+9% +$39.5K 0.11% 208
2021
Q2 		$443K Sell
1,732
-80
-4% -$19.9K 0.11% 227
2021
Q1 		$430K Buy
1,812
+248
+16% +$57.6K 0.11% 221
2020
Q4 		$350K Buy
+1,564
New +$328K 0.1% 222
2020
Q1 		– Sell
-334
Closed -$62K – 862
2019
Q4 		$62K Hold
334
– – 0.02% 619
2019
Q3 		$58K Hold
334
– – 0.02% 633
2019
Q2 		$57K Buy
334
+134
+67% +$22.7K 0.02% 638
2019
Q1 		$33K Buy
+200
New +$32.1K 0.02% 649

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

Realta Investment Advisors's IWV Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 395 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #221.

Realta Investment Advisors first reported a position in IWV in Q1 2019 and has held it in 27 quarters since. The position peaked at $523K in Q4 2021. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Realta Investment Advisors held 395 shares of iShares Russell 3000 ETF worth $168K as of Q2 2026.
  • Realta Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.05% of Realta Investment Advisors's portfolio in Q2 2026, its #221 holding.
  • Realta Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 27 quarters since.
  • Realta Investment Advisors's iShares Russell 3000 ETF position peaked at $523K in Q4 2021.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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