RWA Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

RWA Wealth Partners’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	$1.27M	Hold	2,975	–	–	0.01%	316
2026 Q1	$1.1M	Hold	2,975	–	–	0.01%	330
2025 Q4	$1.15M	Hold	2,975	–	–	0.01%	333
2025 Q3	$1.13M	Hold	2,975	–	–	0.01%	334
2025 Q2	$1.04M	Hold	2,975	–	–	0.01%	321
2025 Q1	$945K	Hold	2,975	–	–	0.01%	332
2024 Q4	$994K	Hold	2,975	–	–	0.01%	326
2024 Q3	$972K	Hold	2,975	–	–	0.01%	328
2024 Q2	$918K	Buy	+2,975	New	+$888K	0.01%	314
2018 Q3	–	Sell	-834	Closed	-$135K	–	477
2018 Q2	$135K	Hold	834	–	–	0.02%	279
2018 Q1	$130K	Buy	+834	New	+$135K	0.02%	237

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

RWA Wealth Partners's IWV Position: Q2 2026 in Review

RWA Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,975 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #316.

RWA Wealth Partners first reported a position in IWV in Q1 2018 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

RWA Wealth Partners held 2,975 shares of iShares Russell 3000 ETF worth $1.27M as of Q2 2026.
RWA Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #316 holding.
RWA Wealth Partners first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 11 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.