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Sanctuary Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sanctuary Advisors’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 		$1.96M Sell
4,603
-92
-2% -$37.9K 0.01% 1059
2026
Q1 		$1.74M Buy
4,695
+78
+2% +$30.2K 0.01% 1027
2025
Q4 		$1.79M Buy
4,617
+42
+0.9% +$16.1K 0.01% 996
2025
Q3 		$1.73M Buy
4,575
+187
+4% +$68.2K 0.01% 981
2025
Q2 		$1.54M Buy
4,388
+152
+4% +$49.4K 0.01% 967
2025
Q1 		$1.35M Buy
4,236
+1
+0% +$335 0.01% 986
2024
Q4 		$1.47M Sell
4,235
-109
-3% -$36.7K 0.01% 1035
2024
Q3 		$1.49M Sell
4,344
-714
-14% -$225K 0.01% 1048
2024
Q2 		$1.47M Buy
+5,058
New +$1.51M 0.01% 978

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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanctuary Advisors's IWV Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 2% in Q2 2026, selling an estimated $37.9K and leaving 4,603 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1059.

Sanctuary Advisors first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sanctuary Advisors held 4,603 shares of iShares Russell 3000 ETF worth $1.96M as of Q2 2026.
  • Sanctuary Advisors sold 92 iShares Russell 3000 ETF shares in Q2 2026, an estimated $37.9K.
  • iShares Russell 3000 ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1059 holding.
  • Sanctuary Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.