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United Advisor Group’s iShares Russell 3000 ETF IWV Stock Holding History

United Advisor Group’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 		$354K Buy
831
+175
+27% +$72.1K 0.04% 384
2026
Q1 		$243K Buy
+656
New +$254K 0.03% 446

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

United Advisor Group's IWV Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, buying an estimated $72.1K and bringing the position to 831 shares worth $354K. The position accounts for 0.04% of the portfolio, ranked #384.

United Advisor Group first reported a position in IWV in Q1 2026 and has held it in 2 quarters since. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • United Advisor Group held 831 shares of iShares Russell 3000 ETF worth $354K as of Q2 2026.
  • United Advisor Group bought 175 iShares Russell 3000 ETF shares in Q2 2026, an estimated $72.1K.
  • iShares Russell 3000 ETF made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #384 holding.
  • United Advisor Group first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.