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Sowell Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Sowell Financial Services’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 		$5.91M Sell
13,867
-164
-1% -$67.6K 0.19% 113
2026
Q1 		$5.2M Buy
14,031
+487
+4% +$188K 0.19% 110
2025
Q4 		$5.24M Buy
13,544
+877
+7% +$337K 0.19% 113
2025
Q3 		$4.8M Buy
12,667
+27
+0.2% +$9.85K 0.18% 112
2025
Q2 		$4.44M Sell
12,640
-1,348
-10% -$438K 0.18% 116
2025
Q1 		$4.44M Buy
13,988
+632
+5% +$212K 0.2% 108
2024
Q4 		$4.46M Buy
13,356
+1,237
+10% +$416K 0.23% 102
2024
Q3 		$3.96M Buy
12,119
+1,715
+16% +$540K 0.18% 130
2024
Q2 		$3.21M Buy
+10,404
New +$3.1M 0.15% 149
2023
Q2 		– Sell
-6,125
Closed -$1.44M – 688
2023
Q1 		$1.44M Buy
+6,125
New +$1.41M 0.11% 222
2021
Q2 		– Sell
-3,359
Closed -$838K – 1633
2021
Q1 		$838K Buy
3,359
+95
+3% +$22.1K 0.03% 467
2020
Q4 		$730K Buy
3,264
+496
+18% +$104K 0.03% 411
2020
Q3 		$542K Buy
2,768
+379
+16% +$73.3K 0.03% 451
2020
Q2 		$430K Sell
2,389
-275
-10% -$46.6K 0.02% 500
2020
Q1 		$395K Buy
2,664
+1,348
+102% +$240K 0.03% 460
2019
Q4 		$248K Hold
1,316
– – 0.02% 644
2019
Q3 		$229K Buy
+1,316
New +$228K 0.02% 595
2017
Q1 		– Sell
-526
Closed -$73K – 418
2016
Q4 		$73K Buy
+526
New +$68.2K 0.02% 301

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

Sowell Financial Services's IWV Position: Q2 2026 in Review

Sowell Financial Services reduced its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q2 2026, selling an estimated $67.6K and leaving 13,867 shares worth $5.91M. The position accounts for 0.19% of the portfolio, ranked #113.

Sowell Financial Services first reported a position in IWV in Q4 2016 and has held it in 18 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sowell Financial Services held 13,867 shares of iShares Russell 3000 ETF worth $5.91M as of Q2 2026.
  • Sowell Financial Services sold 164 iShares Russell 3000 ETF shares in Q2 2026, an estimated $67.6K.
  • iShares Russell 3000 ETF made up 0.19% of Sowell Financial Services's portfolio in Q2 2026, its #113 holding.
  • Sowell Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 18 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.