Visionary Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Visionary Wealth 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	$1.37M	Buy	3,219 +7	+0.2%	+$2.88K	0.05%	250
2026 Q1	$1.19M	Buy	3,212 +7	+0.2%	+$2.71K	0.05%	248
2025 Q4	$1.24M	Buy	3,205 +9	+0.3%	+$3.45K	0.06%	242
2025 Q3	$1.21M	Buy	3,196 +7	+0.2%	+$2.55K	0.06%	251
2025 Q2	$1.12M	Buy	3,189 +9	+0.3%	+$2.92K	0.06%	257
2025 Q1	$1.01M	Buy	3,180 +8	+0.3%	+$2.68K	0.06%	256
2024 Q4	$1.06M	Buy	3,172 +10	+0.3%	+$3.37K	0.06%	246
2024 Q3	$1.03M	Buy	3,162 +10	+0.3%	+$3.15K	0.06%	249
2024 Q2	$973K	Buy	3,152 +8	+0.3%	+$2.39K	0.06%	244
2024 Q1	$943K	Buy	3,144 +6	+0.2%	+$1.71K	0.06%	240
2023 Q4	$859K	Buy	3,138 +25	+0.8%	+$6.37K	0.06%	243
2023 Q3	$763K	Hold	3,113	–	–	0.06%	239
2023 Q2	$792K	Buy	3,113 +8	+0.3%	+$1.92K	0.06%	239
2023 Q1	$731K	Buy	3,105 +11	+0.4%	+$2.54K	0.06%	230
2022 Q4	$683K	Buy	3,094 +29	+0.9%	+$6.44K	0.06%	205
2022 Q3	$635K	Hold	3,065	–	–	0.07%	198
2022 Q2	$666K	Buy	3,065 +9	+0.3%	+$2.13K	0.06%	209
2022 Q1	$802K	Buy	+3,056	New	+$791K	0.06%	196

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

Visionary Wealth Advisors's IWV Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.22% in Q2 2026, buying an estimated $2.88K and bringing the position to 3,219 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #250.

Visionary Wealth Advisors first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Visionary Wealth Advisors held 3,219 shares of iShares Russell 3000 ETF worth $1.37M as of Q2 2026.
Visionary Wealth Advisors bought 7 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.88K.
iShares Russell 3000 ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #250 holding.
Visionary Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.