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SkyOak Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

SkyOak Wealth’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 		$1.13M Sell
2,640
-40
-1% -$16.5K 0.18% 83
2026
Q1 		$994K Sell
2,680
-56
-2% -$21.7K 0.18% 84
2025
Q4 		$1.06M Sell
2,736
-24
-0.9% -$9.21K 0.19% 83
2025
Q3 		$1.05M Sell
2,760
-40
-1% -$14.6K 0.2% 82
2025
Q2 		$983K Sell
2,800
-13
-0.5% -$4.22K 0.2% 80
2025
Q1 		$894K Sell
2,813
-45
-2% -$15.1K 0.2% 82
2024
Q4 		$955K Sell
2,858
-268
-9% -$90.2K 0.2% 75
2024
Q3 		$1.02M Sell
3,126
-201
-6% -$63.3K 0.23% 74
2024
Q2 		$1.03M Buy
3,327
+91
+3% +$27.2K 0.24% 72
2024
Q1 		$971K Sell
3,236
-88
-3% -$25.1K 0.23% 77
2023
Q4 		$910K Sell
3,324
-52
-2% -$13.3K 0.24% 80
2023
Q3 		$827K Hold
3,376
– – 0.24% 83
2023
Q2 		$859K Buy
3,376
+63
+2% +$15.2K 0.24% 82
2023
Q1 		$780K Buy
3,313
+79
+2% +$18.2K 0.24% 89
2022
Q4 		$714K Buy
3,234
+5
+0.2% +$1.11K 0.24% 87
2022
Q3 		$669K Sell
3,229
-308
-9% -$70.8K 0.24% 96
2022
Q2 		$769K Buy
3,537
+12
+0.3% +$2.84K 0.26% 88
2022
Q1 		$925K Sell
3,525
-15
-0.4% -$3.88K 0.26% 89
2021
Q4 		$982K Sell
3,540
-34
-1% -$9.21K 0.25% 89
2021
Q3 		$911K Sell
3,574
-160
-4% -$41.9K 0.25% 88
2021
Q2 		$956K Sell
3,734
-213
-5% -$53.1K 0.26% 85
2021
Q1 		$988K Sell
3,947
-388
-9% -$90.1K 0.27% 81
2020
Q4 		$969K Sell
4,335
-1,700
-28% -$357K 0.3% 87
2020
Q3 		$1.18M Sell
6,035
-948
-14% -$183K 0.42% 67
2020
Q2 		$1.26M Sell
6,983
-4,003
-36% -$678K 0.46% 55
2020
Q1 		$1.63M Sell
10,986
-274
-2% -$48.8K 0.83% 31
2019
Q4 		$2.12M Buy
+11,260
New +$2.03M 0.66% 41

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SkyOak Wealth's IWV Position: Q2 2026 in Review

SkyOak Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 1.5% in Q2 2026, selling an estimated $16.5K and leaving 2,640 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #83.

SkyOak Wealth first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.12M in Q4 2019. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • SkyOak Wealth held 2,640 shares of iShares Russell 3000 ETF worth $1.13M as of Q2 2026.
  • SkyOak Wealth sold 40 iShares Russell 3000 ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Russell 3000 ETF made up 0.18% of SkyOak Wealth's portfolio in Q2 2026, its #83 holding.
  • SkyOak Wealth first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • SkyOak Wealth's iShares Russell 3000 ETF position peaked at $2.12M in Q4 2019.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.