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Sax Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sax Wealth 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 		$5.05M Buy
13,630
+3,482
+34% +$1.43M 0.21% 84
2026
Q1 		$3.93M Hold
10,148
– – 0.19% 82
2025
Q4 		$3.93M Sell
10,148
-72
-0.7% -$27.6K 0.18% 83
2025
Q3 		$3.87M Sell
10,220
-451
-4% -$164K 0.21% 70
2025
Q2 		$3.75M Buy
10,671
+660
+7% +$214K 0.23% 68
2025
Q1 		$3.18M Buy
10,011
+455
+5% +$153K 0.23% 64
2024
Q4 		$3.19M Sell
9,556
-249
-3% -$83.8K 0.25% 54
2024
Q3 		$3.2M Sell
9,805
-218
-2% -$68.6K 0.29% 43
2024
Q2 		$3.09M Sell
10,023
-250
-2% -$74.6K 0.29% 45
2024
Q1 		$3.08M Buy
10,273
+9
+0.1% +$2.57K 0.36% 33
2023
Q4 		$2.81M Buy
10,264
+27
+0.3% +$6.88K 0.46% 40
2023
Q3 		$2.51M Buy
10,237
+40
+0.4% +$10.2K 0.49% 38
2023
Q2 		$2.59M Sell
10,197
-166
-2% -$39.9K 0.52% 37
2023
Q1 		$2.44M Buy
10,363
+350
+3% +$80.8K 0.53% 37
2022
Q4 		$2.21M Buy
10,013
+116
+1% +$25.8K 0.51% 39
2022
Q3 		$2.05M Sell
9,897
-966
-9% -$222K 0.53% 36
2022
Q2 		$2.36M Sell
10,863
-853
-7% -$202K 0.6% 34
2022
Q1 		$3.07M Buy
11,716
+14
+0.1% +$3.62K 0.74% 27
2021
Q4 		$3.25M Buy
11,702
+13
+0.1% +$3.52K 0.68% 30
2021
Q3 		$2.98M Buy
11,689
+20
+0.2% +$5.24K 0.71% 30
2021
Q2 		$2.99M Sell
11,669
-212
-2% -$52.8K 1.02% 26
2021
Q1 		$2.82M Buy
11,881
+389
+3% +$90.3K 1.03% 27
2020
Q4 		$2.57M Buy
+11,492
New +$2.41M 1.18% 24

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

Sax Wealth Advisors's IWV Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 34% in Q2 2026, buying an estimated $1.43M and bringing the position to 13,630 shares worth $5.05M. The position accounts for 0.21% of the portfolio, ranked #84.

Sax Wealth Advisors first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sax Wealth Advisors held 13,630 shares of iShares Russell 3000 ETF worth $5.05M as of Q2 2026.
  • Sax Wealth Advisors bought 3,482 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Russell 3000 ETF made up 0.21% of Sax Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.