Silicon Valley Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Silicon Valley Capital 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 Q1	$62.2K	Hold	168	–	–	0.01%	134
2025 Q4	$64.8K	Buy	168 +1	+0.6%	+$384	0.01%	127
2025 Q3	$63.3K	Hold	167	–	–	0.01%	123
2025 Q2	$58.5K	Buy	167 +1	+0.6%	+$325	0.01%	122
2025 Q1	$52.5K	Hold	166	–	–	0.01%	126
2024 Q4	$55.4K	Buy	166 +1	+0.6%	+$337	0.01%	131
2024 Q3	$54K	Hold	165	–	–	0.01%	127
2024 Q2	$50.9K	Buy	165 +1	+0.6%	+$298	0.01%	127
2024 Q1	$49.3K	Hold	164	–	–	0.01%	122
2023 Q4	$44.9K	Sell	164 -33	-17%	-$8.41K	0.01%	104
2023 Q3	$48.2K	Hold	197	–	–	0.01%	101
2023 Q2	$50.1K	Buy	197 +1	+0.5%	+$240	0.01%	102
2023 Q1	$46.2K	Buy	196 +1	+0.5%	+$231	0.01%	101
2022 Q4	$43.1K	Buy	+195	New	+$43.3K	0.01%	105

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Silicon Valley Capital Partners's IWV Position: Q1 2026 in Review

Silicon Valley Capital Partners held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 168 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #134.

Silicon Valley Capital Partners first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $64.8K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Silicon Valley Capital Partners held 168 shares of iShares Russell 3000 ETF worth $62.2K as of Q1 2026.
Silicon Valley Capital Partners left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.01% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #134 holding.
Silicon Valley Capital Partners first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Silicon Valley Capital Partners's iShares Russell 3000 ETF position peaked at $64.8K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.