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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
Q1 		$243K Buy
+656
New +$254K 0.03% 446

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Advisor Group's IWV Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares Russell 3000 ETF (IWV) in Q1 2026: 656 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #446 among its holdings.

866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • United Advisor Group held 656 shares of iShares Russell 3000 ETF worth $243K as of Q1 2026.
  • iShares Russell 3000 ETF was a new United Advisor Group position in Q1 2026.
  • iShares Russell 3000 ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #446 holding.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.