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

RKL 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 Q2	$777K	Buy	1,823 +4	+0.2%	+$1.65K	0.06%	110
2026 Q1	$674K	Buy	1,819 +4	+0.2%	+$1.55K	0.06%	109
2025 Q4	$702K	Buy	1,815 +5	+0.3%	+$1.92K	0.06%	112
2025 Q3	$686K	Buy	1,810 +5	+0.3%	+$1.82K	0.06%	112
2025 Q2	$634K	Buy	1,805 +4	+0.2%	+$1.3K	0.06%	116
2025 Q1	$572K	Buy	1,801 +5	+0.3%	+$1.68K	0.05%	114
2024 Q4	$600K	Buy	1,796 +5	+0.3%	+$1.68K	0.05%	114
2024 Q3	$585K	Buy	1,791 +6	+0.3%	+$1.89K	0.05%	97
2024 Q2	$551K	Buy	1,785 +5	+0.3%	+$1.49K	0.05%	92
2024 Q1	$534K	Buy	1,780 +4	+0.2%	+$1.14K	0.05%	96
2023 Q4	$486K	Buy	1,776 +14	+0.8%	+$3.57K	0.05%	98
2023 Q3	$432K	Hold	1,762	–	–	0.05%	98
2023 Q2	$448K	Buy	1,762 +5	+0.3%	+$1.2K	0.05%	100
2023 Q1	$414K	Buy	1,757 +7	+0.4%	+$1.62K	0.05%	102
2022 Q4	$386K	Buy	1,750 +16	+0.9%	+$3.56K	0.05%	103
2022 Q3	$359K	Hold	1,734	–	–	0.05%	104
2022 Q2	$377K	Buy	1,734 +5	+0.3%	+$1.18K	0.05%	102
2022 Q1	$454K	Buy	1,729 +5	+0.3%	+$1.29K	0.05%	102
2021 Q4	$478K	Buy	1,724 +11	+0.6%	+$2.98K	0.06%	91
2021 Q3	$437K	Hold	1,713	–	–	0.06%	91
2021 Q2	$438K	Buy	1,713 +8	+0.5%	+$1.99K	0.06%	95
2021 Q1	$404K	Hold	1,705	–	–	0.05%	96
2020 Q4	$381K	Buy	1,705 +7	+0.4%	+$1.47K	0.05%	97
2020 Q3	$332K	Buy	1,698 +6	+0.4%	+$1.16K	0.05%	99
2020 Q2	$305K	Buy	1,692 +14	+0.8%	+$2.37K	0.05%	97
2020 Q1	$249K	Hold	1,678	–	–	0.05%	105
2019 Q4	$316K	Buy	1,678 +16	+1%	+$2.88K	0.06%	106
2019 Q3	$289K	Hold	1,662	–	–	0.06%	111
2019 Q2	$287K	Buy	1,662 +8	+0.5%	+$1.36K	0.05%	113
2019 Q1	$276K	Buy	+1,654	New	+$265K	0.05%	118
2018 Q3	–	Sell	-1,624	Closed	-$264K	–	127
2018 Q2	$264K	Hold	1,624	–	–	0.06%	122
2018 Q1	$254K	Buy	1,624 +7	+0.4%	+$1.13K	0.06%	126
2017 Q4	$256K	Buy	1,617 +13	+0.8%	+$2K	0.06%	128
2017 Q3	$239K	Hold	1,604	–	–	0.07%	138
2017 Q2	$231K	Hold	1,604	–	–	0.07%	132
2017 Q1	$224K	Hold	1,604	–	–	0.09%	110
2016 Q4	$213K	Hold	1,604	–	–	0.1%	95
2016 Q3	$206K	Hold	1,604	–	–	0.1%	73
2016 Q2	$200K	Buy	+1,604	New	+$196K	0.1%	71

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

RKL Wealth Management's IWV Position: Q2 2026 in Review

RKL Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.22% in Q2 2026, buying an estimated $1.65K and bringing the position to 1,823 shares worth $777K. The position accounts for 0.06% of the portfolio, ranked #110.

RKL Wealth Management first reported a position in IWV in Q2 2016 and has held it in 39 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

RKL Wealth Management held 1,823 shares of iShares Russell 3000 ETF worth $777K as of Q2 2026.
RKL Wealth Management bought 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
iShares Russell 3000 ETF made up 0.06% of RKL Wealth Management's portfolio in Q2 2026, its #110 holding.
RKL Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 39 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.