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

Silvia McColl 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	$2.32M	Sell	5,448 -35	-0.6%	-$14.4K	1.4%	17
2026 Q1	$2.03M	Sell	5,483 -12	-0.2%	-$4.64K	1.34%	18
2025 Q4	$2.13M	Sell	5,495 -9	-0.2%	-$3.45K	1.41%	17
2025 Q3	$2.09M	Sell	5,504 -40	-0.7%	-$14.6K	1.41%	16
2025 Q2	$1.95M	Sell	5,544 -13	-0.2%	-$4.22K	1.41%	18
2025 Q1	$1.77M	Sell	5,557 -27	-0.5%	-$9.05K	1.34%	17
2024 Q4	$1.87M	Sell	5,584 -27	-0.5%	-$9.09K	1.4%	18
2024 Q3	$1.83M	Sell	5,611 -15	-0.3%	-$4.72K	1.37%	17
2024 Q2	$1.74M	Sell	5,626 -16	-0.3%	-$4.78K	1.44%	14
2024 Q1	$1.66M	Sell	5,642 -49	-0.9%	-$14K	1.42%	14
2023 Q4	$1.56M	Hold	5,691	–	–	1.4%	17
2023 Q3	$1.39M	Hold	5,691	–	–	1.39%	14
2023 Q2	$1.45M	Sell	5,691 -86	-1%	-$20.7K	1.34%	14
2023 Q1	$1.36M	Sell	5,777 -25	-0.4%	-$5.77K	1.35%	16
2022 Q4	$1.28M	Buy	+5,802	New	+$1.29M	1.26%	20

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

Silvia McColl Wealth Management's IWV Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.64% in Q2 2026, selling an estimated $14.4K and leaving 5,448 shares worth $2.32M. The position accounts for 1.4% of the portfolio, ranked #17.

Silvia McColl Wealth Management first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Silvia McColl Wealth Management held 5,448 shares of iShares Russell 3000 ETF worth $2.32M as of Q2 2026.
Silvia McColl Wealth Management sold 35 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.4K.
iShares Russell 3000 ETF made up 1.4% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #17 holding.
Silvia McColl Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.