Wealth Enhancement Advisory Services
IWV icon

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

Wealth Enhancement Advisory Services’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 		$15.7M Buy
36,574
+645
+2% +$266K 0.03% 513
2026
Q1 		$13.4M Sell
35,929
-6,288
-15% -$2.43M 0.03% 503
2025
Q4 		$16.6M Buy
42,217
+1,399
+3% +$537K 0.02% 533
2025
Q3 		$15.5M Buy
40,818
+3,373
+9% +$1.23M 0.02% 515
2025
Q2 		$13.3M Buy
37,445
+1,481
+4% +$481K 0.02% 545
2025
Q1 		$11.4M Buy
35,964
+1,314
+4% +$441K 0.02% 538
2024
Q4 		$11.6M Buy
34,650
+20,315
+142% +$6.84M 0.02% 514
2024
Q3 		$4.68M Sell
14,335
-786
-5% -$247K 0.01% 748
2024
Q2 		$4.67M Buy
15,121
+2,879
+24% +$859K 0.01% 708
2024
Q1 		$3.67M Buy
12,242
+268
+2% +$76.5K 0.01% 750
2023
Q4 		$3.28M Buy
11,974
+3,749
+46% +$956K 0.01% 731
2023
Q3 		$2.02M Buy
8,225
+7,162
+674% +$1.83M 0.01% 862
2023
Q2 		$270K Buy
1,063
+2
+0.2% +$481 ﹤0.01% 450
2023
Q1 		$250K Buy
+1,061
New +$245K ﹤0.01% 474

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

Wealth Enhancement Advisory Services's IWV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell 3000 ETF (IWV) stake by 1.8% in Q2 2026, buying an estimated $266K and bringing the position to 36,574 shares worth $15.7M. The position accounts for 0.03% of the portfolio, ranked #513.

Wealth Enhancement Advisory Services first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. The position peaked at $16.6M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 36,574 shares of iShares Russell 3000 ETF worth $15.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 645 iShares Russell 3000 ETF shares in Q2 2026, an estimated $266K.
  • iShares Russell 3000 ETF made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #513 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's iShares Russell 3000 ETF position peaked at $16.6M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.