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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SkyOak Wealth's IWV Position: Q1 2026 in Review

SkyOak Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 2% in Q1 2026, selling an estimated $21.7K and leaving 2,680 shares worth $994K. The position accounts for 0.18% of the portfolio, ranked #84.

SkyOak Wealth first reported a position in IWV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.12M in Q4 2019. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • SkyOak Wealth held 2,680 shares of iShares Russell 3000 ETF worth $994K as of Q1 2026.
  • SkyOak Wealth sold 56 iShares Russell 3000 ETF shares in Q1 2026, an estimated $21.7K.
  • iShares Russell 3000 ETF made up 0.18% of SkyOak Wealth's portfolio in Q1 2026, its #84 holding.
  • SkyOak Wealth first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 26 quarters since.
  • SkyOak Wealth's iShares Russell 3000 ETF position peaked at $2.12M in Q4 2019.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.