SWP
IWV icon

Strategic Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Wealth Partners’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 		$101K Hold
273
– – 0.01% 394
2025
Q4 		$106K Hold
273
– – 0.01% 395
2025
Q3 		$103K Sell
273
-16
-6% -$5.83K 0.01% 432
2025
Q2 		$101K Buy
+289
New +$93.9K 0.01% 392
2022
Q1 		– Sell
-726
Closed -$201K – 278
2021
Q4 		$201K Buy
+726
New +$197K 0.04% 270

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 Wealth Partners's IWV Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 273 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #394.

Strategic Wealth Partners first reported a position in IWV in Q4 2021 and has held it in 5 quarters since. The position peaked at $201K in Q4 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Strategic Wealth Partners held 273 shares of iShares Russell 3000 ETF worth $101K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #394 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 5 quarters since.
  • Strategic Wealth Partners's iShares Russell 3000 ETF position peaked at $201K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.