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SNS Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

SNS Financial Group’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 		$303K Buy
+710
New +$293K 0.01% 460

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

SNS Financial Group's IWV Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 710 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

789 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • SNS Financial Group held 710 shares of iShares Russell 3000 ETF worth $303K as of Q2 2026.
  • iShares Russell 3000 ETF was a new SNS Financial Group position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #460 holding.
  • 789 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.