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Safe Harbor Family Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Safe Harbor Family Capital’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 		$1.24M Buy
2,919
+1
+0% +$412 0.83% 13
2026
Q1 		$1.08M Hold
2,918
– – 0.85% 13
2025
Q4 		$1.13M Buy
+2,918
New +$1.12M 0.99% 15

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Safe Harbor Family Capital's IWV Position: Q2 2026 in Review

Safe Harbor Family Capital increased its iShares Russell 3000 ETF (IWV) stake by 0.03% in Q2 2026, buying an estimated $412 and bringing the position to 2,919 shares worth $1.24M. The position accounts for 0.83% of the portfolio, ranked #13.

Safe Harbor Family Capital first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 879 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Safe Harbor Family Capital held 2,919 shares of iShares Russell 3000 ETF worth $1.24M as of Q2 2026.
  • Safe Harbor Family Capital bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.83% of Safe Harbor Family Capital's portfolio in Q2 2026, its #13 holding.
  • Safe Harbor Family Capital first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.