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United Capital Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

United Capital Financial 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
Q2 		$17.7M Sell
41,483
-424
-1% -$175K 0.1% 172
2026
Q1 		$15.5M Sell
41,907
-1,518
-3% -$587K 0.1% 172
2025
Q4 		$16.8M Buy
43,425
+615
+1% +$236K 0.1% 167
2025
Q3 		$16.2M Sell
42,810
-989
-2% -$361K 0.12% 149
2025
Q2 		$15.4M Sell
43,799
-755
-2% -$245K 0.12% 139
2025
Q1 		$14.2M Sell
44,554
-963
-2% -$323K 0.12% 140
2024
Q4 		$15.2M Sell
45,517
-1,118
-2% -$376K 0.13% 135
2024
Q3 		$15.2M Sell
46,635
-1,796
-4% -$565K 0.13% 148
2024
Q2 		$14.9M Sell
48,431
-3,179
-6% -$949K 0.13% 146
2024
Q1 		$15.5M Buy
51,610
+3,140
+6% +$896K 0.13% 150
2023
Q4 		$13.3M Sell
48,470
-12,732
-21% -$3.25M 0.11% 159
2023
Q3 		$15M Sell
61,202
-3,885
-6% -$993K 0.1% 179
2023
Q2 		$16.6M Sell
65,087
-2,397
-4% -$576K 0.09% 182
2023
Q1 		$15.9M Sell
67,484
-4,870
-7% -$1.12M 0.09% 188
2022
Q4 		$16M Sell
72,354
-2,774
-4% -$616K 0.09% 193
2022
Q3 		$15.6M Sell
75,128
-1,875
-2% -$431K 0.09% 189
2022
Q2 		$16.7M Sell
77,003
-4,510
-6% -$1.07M 0.09% 195
2022
Q1 		$21.4M Sell
81,513
-2,388
-3% -$618K 0.1% 180
2021
Q4 		$23.3M Sell
83,901
-2,501
-3% -$677K 0.11% 183
2021
Q3 		$22M Sell
86,402
-5,864
-6% -$1.54M 0.11% 181
2021
Q2 		$23.6M Sell
92,266
-721
-0.8% -$180K 0.12% 176
2021
Q1 		$22.1M Sell
92,987
-7,045
-7% -$1.64M 0.12% 172
2020
Q4 		$22.4M Sell
100,032
-1,928
-2% -$405K 0.13% 167
2020
Q3 		$20M Sell
101,960
-6,472
-6% -$1.25M 0.13% 172
2020
Q2 		$19.5M Sell
108,432
-5,560
-5% -$942K 0.14% 157
2020
Q1 		$16.9M Sell
113,992
-14,054
-11% -$2.5M 0.14% 159
2019
Q4 		$24.1M Sell
128,046
-3,650
-3% -$658K 0.16% 152
2019
Q3 		$22.9M Sell
131,696
-8,281
-6% -$1.44M 0.16% 148
2019
Q2 		$24.1M Sell
139,977
-2,595
-2% -$440K 0.16% 140
2019
Q1 		$23.8M Sell
142,572
-15,996
-10% -$2.57M 0.17% 134
2018
Q4 		$23.3M Buy
158,568
+6,367
+4% +$1.01M 0.19% 116
2018
Q3 		$26.2M Sell
152,201
-7,817
-5% -$1.32M 0.18% 119
2018
Q2 		$26M Sell
160,018
-7,753
-5% -$1.25M 0.19% 117
2018
Q1 		$26.2M Sell
167,771
-11,458
-6% -$1.85M 0.2% 120
2017
Q4 		$28.3M Sell
179,229
-6,128
-3% -$945K 0.22% 104
2017
Q3 		$27.7M Sell
185,357
-2,989
-2% -$436K 0.23% 101
2017
Q2 		$27.1M Sell
188,346
-1,649
-0.9% -$234K 0.24% 98
2017
Q1 		$26.6M Sell
189,995
-7,051
-4% -$974K 0.25% 92
2016
Q4 		$26.2M Sell
197,046
-182,311
-48% -$23.6M 0.25% 85
2016
Q3 		$48.6M Buy
379,357
+121,333
+47% +$15.5M 0.47% 35
2016
Q2 		$32M Sell
258,024
-8,589
-3% -$1.05M 0.33% 59
2016
Q1 		$32.2M Sell
266,613
-49,451
-16% -$5.66M 0.36% 51
2015
Q4 		$38M Sell
316,064
-26,635
-8% -$3.24M 0.44% 41
2015
Q3 		$39M Buy
342,699
+66,547
+24% +$8.06M 0.47% 35
2015
Q2 		$34.2M Sell
276,152
-26,051
-9% -$3.28M 0.4% 48
2015
Q1 		$37.6M Sell
302,203
-98,426
-25% -$12.1M 0.46% 38
2014
Q4 		$49M Sell
400,629
-43,774
-10% -$5.22M 0.73% 25
2014
Q3 		$51.9M Sell
444,403
-83,588
-16% -$9.85M 0.9% 16
2014
Q2 		$62.2M Sell
527,991
-117,600
-18% -$13.4M 1.15% 12
2014
Q1 		$72.5M Buy
645,591
+638,277
+8,727% +$70.5M 1.54% 11
2013
Q4 		$809K Sell
7,314
-689,974
-99% -$73.2M 0.03% 364
2013
Q3 		$70.5M Buy
697,288
+22,077
+3% +$2.21M 2.25% 3
2013
Q2 		$65.1M Buy
+675,211
New +$64.6M 1.73% 2

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 Capital Financial Advisors's IWV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 1% in Q2 2026, selling an estimated $175K and leaving 41,483 shares worth $17.7M. The position accounts for 0.1% of the portfolio, ranked #172.

United Capital Financial Advisors first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $72.5M in Q1 2014. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • United Capital Financial Advisors held 41,483 shares of iShares Russell 3000 ETF worth $17.7M as of Q2 2026.
  • United Capital Financial Advisors sold 424 iShares Russell 3000 ETF shares in Q2 2026, an estimated $175K.
  • iShares Russell 3000 ETF made up 0.1% of United Capital Financial Advisors's portfolio in Q2 2026, its #172 holding.
  • United Capital Financial Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's iShares Russell 3000 ETF position peaked at $72.5M in Q1 2014.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.