Wealth Management Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Wealth Management 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 Q1	$371K	Hold	1,000	–	–	0.13%	143
2025 Q4	$387K	Hold	1,000	–	–	0.13%	142
2025 Q3	$379K	Hold	1,000	–	–	0.13%	144
2025 Q2	$351K	Hold	1,000	–	–	0.14%	140
2025 Q1	$318K	Hold	1,000	–	–	0.14%	145
2024 Q4	$334K	Hold	1,000	–	–	0.14%	141
2024 Q3	$327K	Hold	1,000	–	–	0.14%	140
2024 Q2	$309K	Hold	1,000	–	–	0.14%	138
2024 Q1	$309K	Hold	1,000	–	–	0.14%	138
2023 Q4	$274K	Hold	1,000	–	–	0.14%	150
2023 Q3	$245K	Hold	1,000	–	–	0.14%	150
2023 Q2	$254K	Hold	1,000	–	–	0.14%	150
2023 Q1	$235K	Hold	1,000	–	–	0.15%	162
2022 Q4	$221K	Hold	1,000	–	–	0.15%	164
2022 Q3	$207K	Buy	+1,000	New	+$230K	0.15%	161

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 Management Associates's IWV Position: Q1 2026 in Review

Wealth Management Associates held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,000 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #143.

Wealth Management Associates first reported a position in IWV in Q3 2022 and has held it in 15 quarters since. The position peaked at $387K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Wealth Management Associates held 1,000 shares of iShares Russell 3000 ETF worth $371K as of Q1 2026.
Wealth Management Associates left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.13% of Wealth Management Associates's portfolio in Q1 2026, its #143 holding.
Wealth Management Associates first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 15 quarters since.
Wealth Management Associates's iShares Russell 3000 ETF position peaked at $387K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.