VSM Wealth Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

VSM Wealth Advisory’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	$208K	Hold	487	–	–	0.06%	112
2026 Q1	$181K	Hold	487	–	–	0.05%	116
2025 Q4	$188K	Hold	487	–	–	0.06%	109
2025 Q3	$185K	Hold	487	–	–	0.06%	95
2025 Q2	$171K	Hold	487	–	–	0.06%	104
2025 Q1	$155K	Hold	487	–	–	0.06%	102
2024 Q4	$163K	Buy	+487	New	+$164K	0.06%	100

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

VSM Wealth Advisory's IWV Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 487 shares worth $208K. The position accounts for 0.06% of the portfolio, ranked #112.

VSM Wealth Advisory first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

VSM Wealth Advisory held 487 shares of iShares Russell 3000 ETF worth $208K as of Q2 2026.
VSM Wealth Advisory left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.06% of VSM Wealth Advisory's portfolio in Q2 2026, its #112 holding.
VSM Wealth Advisory first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.