Synergy Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Synergy Investment 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	$221K	Sell	518 -9	-2%	-$3.71K	0.05%	163
2026 Q1	$195K	Hold	527	–	–	0.06%	136
2025 Q4	$204K	Sell	527 -13	-2%	-$4.99K	0.07%	126
2025 Q3	$205K	Buy	+540	New	+$197K	0.08%	126
2025 Q2	–	Sell	-591	Closed	-$188K	–	331
2025 Q1	$188K	Buy	591 +6	+1%	+$2.01K	0.08%	128
2024 Q4	$196K	Buy	+585	New	+$197K	0.08%	121

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Synergy Investment Management's IWV Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.7% in Q2 2026, selling an estimated $3.71K and leaving 518 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #163.

Synergy Investment Management first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Synergy Investment Management held 518 shares of iShares Russell 3000 ETF worth $221K as of Q2 2026.
Synergy Investment Management sold 9 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.71K.
iShares Russell 3000 ETF made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #163 holding.
Synergy Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.