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 Q3	$211K	Hold	489	–	–	0.01%	498
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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tradition Wealth Management's IWV Position: Q3 2026 in Review

Tradition Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 489 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #498.

Tradition Wealth Management first reported a position in IWV in Q4 2020 and has held it in 12 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Tradition Wealth Management held 489 shares of iShares Russell 3000 ETF worth $211K as of Q3 2026.
Tradition Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.01% of Tradition Wealth Management's portfolio in Q3 2026, its #498 holding.
Tradition Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 12 quarters since.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.