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 Q3	$273K	Sell	632 -65	-9%	-$28.1K	0.08%	114
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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RIA Advisory Group's IWV Position: Q3 2026 in Review

RIA Advisory Group reduced its iShares Russell 3000 ETF (IWV) stake by 9.3% in Q3 2026, selling an estimated $28.1K and leaving 632 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #114.

RIA Advisory Group first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. The position peaked at $297K in Q2 2026. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

RIA Advisory Group held 632 shares of iShares Russell 3000 ETF worth $273K as of Q3 2026.
RIA Advisory Group sold 65 iShares Russell 3000 ETF shares in Q3 2026, an estimated $28.1K.
iShares Russell 3000 ETF made up 0.08% of RIA Advisory Group's portfolio in Q3 2026, its #114 holding.
RIA Advisory Group first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
RIA Advisory Group's iShares Russell 3000 ETF position peaked at $297K in Q2 2026.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.