Vestmark Advisory Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Vestmark Advisory Solutions’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	$365K	Buy	855 +10	+1%	+$4.12K	﹤0.01%	1212
2026 Q1	$313K	Buy	+845	New	+$327K	﹤0.01%	1168

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

Vestmark Advisory Solutions's IWV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q2 2026, buying an estimated $4.12K and bringing the position to 855 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Vestmark Advisory Solutions first reported a position in IWV in Q1 2026 and has held it in 2 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Vestmark Advisory Solutions held 855 shares of iShares Russell 3000 ETF worth $365K as of Q2 2026.
Vestmark Advisory Solutions bought 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
iShares Russell 3000 ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1212 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.