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Strategic Advocates’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Advocates’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 		$1.85K Sell
5
-569
-99% -$220K 0.01% 218
2025
Q4 		$224K Hold
574
– – 0.06% 108
2025
Q3 		$218K Hold
574
– – 0.06% 121
2025
Q2 		$201K Buy
+574
New +$186K 0.06% 124
2025
Q1 		– Sell
-662
Closed -$221K – 122
2024
Q4 		$221K Sell
662
-123
-16% -$41.4K 0.07% 98
2024
Q3 		$256K Hold
785
– – 0.09% 100
2024
Q2 		$242K Sell
785
-250
-24% -$74.6K 0.1% 103
2024
Q1 		$311K Sell
1,035
-255
-20% -$72.7K 0.12% 96
2023
Q4 		$353K Sell
1,290
-668
-34% -$170K 0.15% 100
2023
Q3 		$480K Buy
+1,958
New +$500K 0.23% 84

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

Strategic Advocates's IWV Position: Q1 2026 in Review

Strategic Advocates reduced its iShares Russell 3000 ETF (IWV) stake by 99% in Q1 2026, selling an estimated $220K and leaving 5 shares worth $1.85K. The position accounts for 0.01% of the portfolio, ranked #218.

Strategic Advocates first reported a position in IWV in Q3 2023 and has held it in 10 quarters since. The position peaked at $480K in Q3 2023. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Strategic Advocates held 5 shares of iShares Russell 3000 ETF worth $1.85K as of Q1 2026.
  • Strategic Advocates sold 569 iShares Russell 3000 ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell 3000 ETF made up 0.01% of Strategic Advocates's portfolio in Q1 2026, its #218 holding.
  • Strategic Advocates first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 10 quarters since.
  • Strategic Advocates's iShares Russell 3000 ETF position peaked at $480K in Q3 2023.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.