Salomon & Ludwin’s iShares Russell 3000 ETF IWV Stock Holding History

Salomon & Ludwin’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	$291K	Sell	683 -103	-13%	-$42.4K	0.02%	148
2026 Q1	$294K	Sell	786 -61	-7%	-$23.6K	0.03%	147
2025 Q4	$331K	Buy	847 +2	+0.2%	+$768	0.03%	138
2025 Q3	$322K	Buy	845 +2	+0.2%	+$729	0.03%	137
2025 Q2	$298K	Sell	843 -88	-9%	-$28.6K	0.03%	136
2025 Q1	$296K	Buy	931 +9	+1%	+$3.02K	0.03%	129
2024 Q4	$308K	Sell	922 -30	-3%	-$10.1K	0.03%	122
2024 Q3	$311K	Buy	952 +174	+22%	+$54.8K	0.03%	129
2024 Q2	$240K	Buy	778 +12	+2%	+$3.58K	0.03%	144
2024 Q1	$230K	Hold	766	–	–	0.02%	173
2023 Q4	$188K	Hold	766	–	–	0.02%	178
2023 Q3	$188K	Buy	+766	New	+$196K	0.02%	178

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

Salomon & Ludwin's IWV Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q2 2026, selling an estimated $42.4K and leaving 683 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #148.

Salomon & Ludwin first reported a position in IWV in Q3 2023 and has held it in 12 quarters since. The position peaked at $331K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Salomon & Ludwin held 683 shares of iShares Russell 3000 ETF worth $291K as of Q2 2026.
Salomon & Ludwin sold 103 iShares Russell 3000 ETF shares in Q2 2026, an estimated $42.4K.
iShares Russell 3000 ETF made up 0.02% of Salomon & Ludwin's portfolio in Q2 2026, its #148 holding.
Salomon & Ludwin first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Russell 3000 ETF position peaked at $331K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.