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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Effects's IWV Position: Q1 2026 in Review

Wealth Effects held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,569 shares worth $582K. The position accounts for 0.21% of the portfolio, ranked #98.

Wealth Effects first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $607K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Wealth Effects held 1,569 shares of iShares Russell 3000 ETF worth $582K as of Q1 2026.
Wealth Effects left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.21% of Wealth Effects's portfolio in Q1 2026, its #98 holding.
Wealth Effects first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Wealth Effects's iShares Russell 3000 ETF position peaked at $607K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.