U.S. Capital Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

U.S. Capital Wealth Advisors’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	$6.28M	Sell	16,955 -801	-5%	-$310K	0.16%	153
2025 Q4	$6.87M	Buy	17,756 +704	+4%	+$270K	0.18%	141
2025 Q3	$6.46M	Buy	17,052 +8,607	+102%	+$3.14M	0.17%	140
2025 Q2	$2.96M	Sell	8,445 -799	-9%	-$260K	0.09%	227
2025 Q1	$2.94M	Sell	9,244 -90	-1%	-$30.2K	0.09%	229
2024 Q4	$3.12M	Buy	9,334 +542	+6%	+$182K	0.1%	217
2024 Q3	$2.87M	Sell	8,792 -367	-4%	-$116K	0.1%	193
2024 Q2	$2.83M	Buy	9,159 +224	+3%	+$66.8K	0.11%	183
2024 Q1	$2.68M	Buy	8,935 +2,474	+38%	+$706K	0.1%	188
2023 Q4	$1.77M	Buy	6,461 +888	+16%	+$226K	0.07%	255
2023 Q3	$1.37M	Sell	5,573 -29	-0.5%	-$7.41K	0.06%	262
2023 Q2	$1.43M	Buy	5,602 +2,618	+88%	+$630K	0.07%	262
2023 Q1	$702K	Buy	2,984 +1,208	+68%	+$279K	0.03%	374
2022 Q4	$392K	Buy	+1,776	New	+$395K	0.02%	493

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's IWV Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 4.5% in Q1 2026, selling an estimated $310K and leaving 16,955 shares worth $6.28M. The position accounts for 0.16% of the portfolio, ranked #153.

U.S. Capital Wealth Advisors first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.87M in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

U.S. Capital Wealth Advisors held 16,955 shares of iShares Russell 3000 ETF worth $6.28M as of Q1 2026.
U.S. Capital Wealth Advisors sold 801 iShares Russell 3000 ETF shares in Q1 2026, an estimated $310K.
iShares Russell 3000 ETF made up 0.16% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #153 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's iShares Russell 3000 ETF position peaked at $6.87M in Q4 2025.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.