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

Sightline 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	$883K	Buy	2,072 +5	+0.2%	+$2.06K	0.32%	42
2026 Q1	$766K	Buy	2,067 +4	+0.2%	+$1.55K	0.32%	42
2025 Q4	$798K	Buy	2,063 +6	+0.3%	+$2.3K	0.34%	46
2025 Q3	$780K	Buy	2,057 +5	+0.2%	+$1.82K	0.35%	45
2025 Q2	$720K	Buy	2,052 +5	+0.2%	+$1.62K	0.35%	44
2025 Q1	$650K	Buy	2,047 +5	+0.2%	+$1.68K	0.34%	45
2024 Q4	$682K	Buy	2,042 +7	+0.3%	+$2.36K	0.37%	42
2024 Q3	$665K	Buy	2,035 +6	+0.3%	+$1.89K	0.37%	43
2024 Q2	$626K	Buy	2,029 +5	+0.2%	+$1.49K	0.39%	42
2024 Q1	$607K	Buy	2,024 +5	+0.2%	+$1.43K	0.4%	38
2023 Q4	$553K	Buy	2,019 +17	+0.8%	+$4.33K	0.42%	39
2023 Q3	$491K	Buy	2,002 +24	+1%	+$6.13K	0.46%	40
2023 Q2	$466K	Hold	1,978	–	–	0.46%	33
2023 Q1	$466K	Buy	1,978 +7	+0.4%	+$1.62K	0.48%	31
2022 Q4	$435K	Buy	1,971 +9	+0.5%	+$2K	0.47%	35
2022 Q3	$416K	Buy	1,962 +7	+0.4%	+$1.61K	0.49%	33
2022 Q2	$423K	Buy	1,955 +4	+0.2%	+$947	0.41%	35
2022 Q1	$512K	Buy	1,951 +4	+0.2%	+$1.03K	0.43%	34
2021 Q4	$543K	Buy	1,947 +9	+0.5%	+$2.44K	0.49%	28
2021 Q3	$494K	Hold	1,938	–	–	0.41%	33
2021 Q2	$496K	Buy	1,938 +6	+0.3%	+$1.5K	0.41%	36
2021 Q1	$460K	Sell	1,932 -15	-0.8%	-$3.48K	0.43%	36
2020 Q4	$435K	Buy	+1,947	New	+$409K	0.43%	38

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

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

Sightline Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.24% in Q2 2026, buying an estimated $2.06K and bringing the position to 2,072 shares worth $883K. The position accounts for 0.32% of the portfolio, ranked #42.

Sightline Wealth Advisors first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Sightline Wealth Advisors held 2,072 shares of iShares Russell 3000 ETF worth $883K as of Q2 2026.
Sightline Wealth Advisors bought 5 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.06K.
iShares Russell 3000 ETF made up 0.32% of Sightline Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Sightline Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.