RIA Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

RIA Advisory Group’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	$297K	Buy	697 +1	+0.1%	+$412	0.06%	120
2026 Q1	$258K	Sell	696 -27	-4%	-$10.4K	0.06%	119
2025 Q4	$280K	Sell	723 -11	-1%	-$4.22K	0.07%	115
2025 Q3	$278K	Sell	734 -16	-2%	-$5.83K	0.07%	118
2025 Q2	$263K	Sell	750 -8	-1%	-$2.6K	0.08%	105
2025 Q1	$241K	Buy	758 +8	+1%	+$2.68K	0.08%	121
2024 Q4	$251K	Sell	750 -98	-12%	-$33K	0.09%	120
2024 Q3	$277K	Buy	+848	New	+$267K	0.1%	107
2024 Q1	$254K	Buy	+847	New	+$242K	0.1%	119
2023 Q4	–	Sell	-851	Closed	-$208K	–	144
2023 Q3	$208K	Sell	851 -4	-0.5%	-$1.02K	0.09%	107
2023 Q2	$218K	Sell	855 -86	-9%	-$20.7K	0.09%	108
2023 Q1	$222K	Buy	+941	New	+$217K	0.1%	105

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

RIA Advisory Group's IWV Position: Q2 2026 in Review

RIA Advisory Group increased its iShares Russell 3000 ETF (IWV) stake by 0.14% in Q2 2026, buying an estimated $412 and bringing the position to 697 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #120.

RIA Advisory Group first reported a position in IWV in Q1 2023 and has held it in 12 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

RIA Advisory Group held 697 shares of iShares Russell 3000 ETF worth $297K as of Q2 2026.
RIA Advisory Group bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
iShares Russell 3000 ETF made up 0.06% of RIA Advisory Group's portfolio in Q2 2026, its #120 holding.
RIA Advisory Group first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 12 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.