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Savvy Advisors Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Savvy Advisors Inc’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 		$4.75M Sell
11,134
-726
-6% -$299K 0.1% 164
2026
Q1 		$4.4M Sell
11,860
-721
-6% -$279K 0.12% 145
2025
Q4 		$4.87M Sell
12,581
-117
-0.9% -$44.9K 0.16% 100
2025
Q3 		$4.81M Buy
+12,698
New +$4.63M 0.22% 77

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

Savvy Advisors Inc's IWV Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Russell 3000 ETF (IWV) stake by 6.1% in Q2 2026, selling an estimated $299K and leaving 11,134 shares worth $4.75M. The position accounts for 0.1% of the portfolio, ranked #164.

Savvy Advisors Inc first reported a position in IWV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.87M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Savvy Advisors Inc held 11,134 shares of iShares Russell 3000 ETF worth $4.75M as of Q2 2026.
  • Savvy Advisors Inc sold 726 iShares Russell 3000 ETF shares in Q2 2026, an estimated $299K.
  • iShares Russell 3000 ETF made up 0.1% of Savvy Advisors Inc's portfolio in Q2 2026, its #164 holding.
  • Savvy Advisors Inc first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's iShares Russell 3000 ETF position peaked at $4.87M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.