WA
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Walsh & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Walsh & Associates’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 		$23.4K Hold
55
– – 0.02% 159
2026
Q1 		$20.3K Hold
55
– – 0.02% 156
2025
Q4 		$21.1K Buy
+55
New +$21.1K 0.02% 156

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

Walsh & Associates's IWV Position: Q2 2026 in Review

Walsh & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 55 shares worth $23.4K. The position accounts for 0.02% of the portfolio, ranked #159.

Walsh & Associates first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Walsh & Associates held 55 shares of iShares Russell 3000 ETF worth $23.4K as of Q2 2026.
  • Walsh & Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #159 holding.
  • Walsh & Associates first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.