Wealth Effects’s iShares Russell 3000 ETF IWV Stock Holding History

Wealth Effects’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	$669K	Hold	1,569	–	–	0.18%	100
2026 Q1	$582K	Hold	1,569	–	–	0.21%	98
2025 Q4	$607K	Hold	1,569	–	–	0.19%	93
2025 Q3	$595K	Hold	1,569	–	–	0.19%	99
2025 Q2	$551K	Hold	1,569	–	–	0.21%	92
2025 Q1	$498K	Hold	1,569	–	–	0.21%	95
2024 Q4	$524K	Hold	1,569	–	–	0.19%	104
2024 Q3	$513K	Hold	1,569	–	–	0.18%	104
2024 Q2	$484K	Sell	1,569 -18	-1%	-$5.37K	0.18%	106
2024 Q1	$476K	Hold	1,587	–	–	0.18%	113
2023 Q4	$434K	Sell	1,587 -618	-28%	-$158K	0.16%	120
2023 Q3	$540K	Hold	2,205	–	–	0.27%	86
2023 Q2	$561K	Hold	2,205	–	–	0.25%	88
2023 Q1	$519K	Hold	2,205	–	–	0.27%	85
2022 Q4	$487K	Buy	+2,205	New	+$490K	0.28%	84

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

Wealth Effects's IWV Position: Q2 2026 in Review

Wealth Effects held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,569 shares worth $669K. The position accounts for 0.18% of the portfolio, ranked #100.

Wealth Effects first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Wealth Effects held 1,569 shares of iShares Russell 3000 ETF worth $669K as of Q2 2026.
Wealth Effects left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.18% of Wealth Effects's portfolio in Q2 2026, its #100 holding.
Wealth Effects first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.