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

Tradition 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	$209K	Buy	+489	New	+$201K	0.01%	496
2024 Q1	–	Sell	-38	Closed	-$10K	–	800
2023 Q4	$10K	Hold	38	–	–	﹤0.01%	1000
2023 Q3	$9K	Hold	38	–	–	﹤0.01%	1038
2023 Q2	$10K	Hold	38	–	–	﹤0.01%	1037
2023 Q1	$9K	Hold	38	–	–	﹤0.01%	1023
2022 Q4	$8K	Hold	38	–	–	﹤0.01%	947
2022 Q3	$8K	Hold	38	–	–	﹤0.01%	972
2022 Q2	$8K	Hold	38	–	–	﹤0.01%	874
2022 Q1	$10K	Hold	38	–	–	﹤0.01%	902
2021 Q4	$11K	Buy	+38	New	+$10.3K	﹤0.01%	896
2021 Q1	–	Sell	-8	Closed	-$2K	–	914
2020 Q4	$2K	Buy	+8	New	+$1.68K	﹤0.01%	944

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

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

Tradition Wealth Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 489 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in IWV as recently as Q4 2023.

Tradition Wealth Management first reported a position in IWV in Q4 2020 and has held it in 11 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Tradition Wealth Management held 489 shares of iShares Russell 3000 ETF worth $209K as of Q2 2026.
iShares Russell 3000 ETF was a new Tradition Wealth Management position in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #496 holding.
Tradition Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 11 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.