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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
Q2 		$11.1M Buy
26,127
+25,854
+9,470% +$10.7M 0.69% 55
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

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

Strategic Wealth Partners's IWV Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Russell 3000 ETF (IWV) stake by 9,470% in Q2 2026, buying an estimated $10.7M and bringing the position to 26,127 shares worth $11.1M. The position accounts for 0.69% of the portfolio, ranked #55.

Strategic Wealth Partners first reported a position in IWV in Q4 2021 and has held it in 6 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Strategic Wealth Partners held 26,127 shares of iShares Russell 3000 ETF worth $11.1M as of Q2 2026.
  • Strategic Wealth Partners bought 25,854 iShares Russell 3000 ETF shares in Q2 2026, an estimated $10.7M.
  • iShares Russell 3000 ETF made up 0.69% of Strategic Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 6 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.