Shepherd Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Shepherd Financial Partners’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	$209K	Buy	+491	New	+$202K	0.02%	247
2026 Q1	–	Sell	-524	Closed	-$203K	–	246
2025 Q4	$203K	Buy	+524	New	+$201K	0.02%	242
2019 Q3	–	Sell	-1,178	Closed	-$203K	–	127
2019 Q2	$203K	Buy	+1,178	New	+$200K	0.04%	127

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

Shepherd Financial Partners's IWV Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 491 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: Shepherd Financial Partners previously reported a position in IWV as recently as Q4 2025.

Shepherd Financial Partners first reported a position in IWV in Q2 2019 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Shepherd Financial Partners held 491 shares of iShares Russell 3000 ETF worth $209K as of Q2 2026.
iShares Russell 3000 ETF was a new Shepherd Financial Partners position in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #247 holding.
Shepherd Financial Partners first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 3 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.