Reicon Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Reicon Wealth 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	$612K	Sell	1,435 -60	-4%	-$24.7K	0.38%	19
2026 Q1	$554K	Hold	1,495	–	–	0.42%	16
2025 Q4	$578K	Buy	+1,495	New	+$574K	0.42%	17

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Reicon Wealth Advisors's IWV Position: Q2 2026 in Review

Reicon Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 4% in Q2 2026, selling an estimated $24.7K and leaving 1,435 shares worth $612K. The position accounts for 0.38% of the portfolio, ranked #19.

Reicon Wealth Advisors first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Reicon Wealth Advisors held 1,435 shares of iShares Russell 3000 ETF worth $612K as of Q2 2026.
Reicon Wealth Advisors sold 60 iShares Russell 3000 ETF shares in Q2 2026, an estimated $24.7K.
iShares Russell 3000 ETF made up 0.38% of Reicon Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Reicon Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Reicon Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.