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Soltis Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Soltis Investment Advisors’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 Buy
2,651
+8
+0.3% +$3.3K 0.06% 224
2026
Q1 		$980K Hold
2,643
– – 0.06% 224
2025
Q4 		$1.02M Hold
2,643
– – 0.07% 212
2025
Q3 		$1M Hold
2,643
– – 0.07% 202
2025
Q2 		$928K Hold
2,643
– – 0.07% 182
2025
Q1 		$840K Hold
2,643
– – 0.08% 181
2024
Q4 		$883K Hold
2,643
– – 0.08% 173
2024
Q3 		$864K Hold
2,643
– – 0.08% 163
2024
Q2 		$816K Buy
+2,643
New +$789K 0.09% 158

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

Soltis Investment Advisors's IWV Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.3% in Q2 2026, buying an estimated $3.3K and bringing the position to 2,651 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #224.

Soltis Investment Advisors first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Soltis Investment Advisors held 2,651 shares of iShares Russell 3000 ETF worth $1.13M as of Q2 2026.
  • Soltis Investment Advisors bought 8 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.3K.
  • iShares Russell 3000 ETF made up 0.06% of Soltis Investment Advisors's portfolio in Q2 2026, its #224 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.