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Spire Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Spire Wealth Management’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 		$598K Hold
1,402
– – 0.02% 510
2026
Q1 		$520K Buy
1,402
+332
+31% +$128K 0.02% 532
2025
Q4 		$414K Hold
1,070
– – 0.01% 586
2025
Q3 		$405K Hold
1,070
– – 0.01% 589
2025
Q2 		$376K Sell
1,070
-315
-23% -$102K 0.01% 576
2025
Q1 		$440K Buy
1,385
+120
+9% +$40.2K 0.01% 603
2024
Q4 		$423K Sell
1,265
-304
-19% -$102K 0.01% 598
2024
Q3 		$513K Sell
1,569
-238
-13% -$74.9K 0.02% 510
2024
Q2 		$558K Sell
1,807
-7
-0.4% -$2.09K 0.02% 468
2024
Q1 		$544K Buy
1,814
+1
+0.1% +$285 0.01% 498
2023
Q4 		$501K Sell
1,813
-141
-7% -$36K 0.02% 516
2023
Q3 		$479K Hold
1,954
– – 0.02% 484
2023
Q2 		$497K Sell
1,954
-85
-4% -$20.4K 0.02% 489
2023
Q1 		$480K Buy
2,039
+266
+15% +$61.4K 0.02% 500
2022
Q4 		$391K Sell
1,773
-325
-15% -$72.2K 0.02% 404
2022
Q3 		$434K Sell
2,098
-898
-30% -$207K 0.03% 356
2022
Q2 		$651K Buy
2,996
+1,861
+164% +$441K 0.03% 410
2022
Q1 		$298K Buy
1,135
+80
+8% +$20.7K 0.01% 727
2021
Q4 		$293K Sell
1,055
-136
-11% -$36.8K 0.01% 917
2021
Q3 		$304K Buy
1,191
+79
+7% +$20.7K 0.01% 749
2021
Q2 		$285K Buy
1,112
+1
+0.1% +$249 0.01% 793
2021
Q1 		$259K Buy
+1,111
New +$258K 0.01% 949

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

Spire Wealth Management's IWV Position: Q2 2026 in Review

Spire Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,402 shares worth $598K. The position accounts for 0.02% of the portfolio, ranked #510.

Spire Wealth Management first reported a position in IWV in Q1 2021 and has held it in 22 quarters since. The position peaked at $651K in Q2 2022. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Spire Wealth Management held 1,402 shares of iShares Russell 3000 ETF worth $598K as of Q2 2026.
  • Spire Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #510 holding.
  • Spire Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Russell 3000 ETF position peaked at $651K in Q2 2022.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.