Silverlake Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Silverlake Wealth Management’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	$334K	Hold	783	–	–	0.06%	278
2026 Q1	$290K	Hold	783	–	–	0.06%	292
2025 Q4	$303K	Hold	783	–	–	0.07%	263
2025 Q3	$297K	Hold	783	–	–	0.07%	263
2025 Q2	$275K	Hold	783	–	–	0.08%	261
2025 Q1	$249K	Hold	783	–	–	0.09%	217
2024 Q4	$262K	Hold	783	–	–	0.1%	215
2024 Q3	$256K	Hold	783	–	–	0.1%	226
2024 Q2	$242K	Hold	783	–	–	0.1%	222
2024 Q1	$235K	Hold	783	–	–	0.12%	206
2023 Q4	$214K	Buy	+783	New	+$200K	0.12%	206
2022 Q2	–	Sell	-783	Closed	-$205K	–	218
2022 Q1	$205K	Sell	783 -254	-24%	-$65.8K	0.12%	206
2021 Q4	$288K	Buy	+1,037	New	+$281K	0.15%	155

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

Silverlake Wealth Management's IWV Position: Q2 2026 in Review

Silverlake Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 783 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #278.

Silverlake Wealth Management first reported a position in IWV in Q4 2021 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Silverlake Wealth Management held 783 shares of iShares Russell 3000 ETF worth $334K as of Q2 2026.
Silverlake Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.06% of Silverlake Wealth Management's portfolio in Q2 2026, its #278 holding.
Silverlake Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.