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Vise Technologies’s iShares Russell 3000 ETF IWV Stock Holding History

Vise Technologies’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 		$5.78M Buy
13,545
+5,964
+79% +$2.46M 0.07% 247
2026
Q1 		$2.93M Hold
7,581
– – 0.06% 260
2025
Q4 		$2.93M Buy
7,581
+6,559
+642% +$2.52M 0.06% 261
2025
Q3 		$387K Sell
1,022
-3,059
-75% -$1.12M 0.01% 789
2025
Q2 		$1.43M Buy
+4,081
New +$1.33M 0.06% 343
2024
Q4 		$1.35M Buy
+4,032
New +$1.36M 0.11% 192

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

Vise Technologies's IWV Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell 3000 ETF (IWV) stake by 79% in Q2 2026, buying an estimated $2.46M and bringing the position to 13,545 shares worth $5.78M. The position accounts for 0.07% of the portfolio, ranked #247.

Vise Technologies first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Vise Technologies held 13,545 shares of iShares Russell 3000 ETF worth $5.78M as of Q2 2026.
  • Vise Technologies bought 5,964 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.46M.
  • iShares Russell 3000 ETF made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #247 holding.
  • Vise Technologies first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.