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

Wealth Management Partners’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 		$1.1M Hold
2,587
– – 0.26% 74
2026
Q1 		$959K Hold
2,587
– – 0.27% 76
2025
Q4 		$1M Sell
2,587
-54
-2% -$20.7K 0.29% 74
2025
Q3 		$1M Sell
2,641
-7
-0.3% -$2.55K 0.32% 65
2025
Q2 		$936K Sell
2,648
-7
-0.3% -$2.27K 0.33% 65
2025
Q1 		$843K Sell
2,655
-9
-0.3% -$3.02K 0.39% 58
2024
Q4 		$890K Sell
2,664
-6
-0.2% -$2.02K 0.38% 58
2024
Q3 		$872K Sell
2,670
-4
-0.1% -$1.26K 0.4% 53
2024
Q2 		$825K Sell
2,674
-29
-1% -$8.65K 0.4% 51
2024
Q1 		$811K Sell
2,703
-10
-0.4% -$2.85K 0.41% 50
2023
Q4 		$743K Sell
2,713
-1
-0% -$255 0.41% 49
2023
Q3 		$665K Sell
2,714
-25
-0.9% -$6.39K 0.41% 53
2023
Q2 		$697K Hold
2,739
– – 0.44% 49
2023
Q1 		$645K Sell
2,739
-261
-9% -$60.2K 0.45% 49
2022
Q4 		$610K Hold
3,000
– – 0.51% 46
2022
Q3 		$586K Hold
3,000
– – 0.52% 47
2022
Q2 		$610K Hold
3,000
– – 0.53% 47
2022
Q1 		$741K Hold
3,000
– – 0.53% 44
2021
Q4 		$789K Buy
3,000
+141
+5% +$38.2K 0.54% 44
2021
Q3 		$729K Sell
2,859
-19
-0.7% -$4.97K 0.54% 48
2021
Q2 		$737K Sell
2,878
-25
-0.9% -$6.23K 0.51% 51
2021
Q1 		$706K Hold
2,903
– – 0.53% 54
2020
Q4 		$669K Buy
+2,903
New +$610K 0.52% 50

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 Management Partners's IWV Position: Q2 2026 in Review

Wealth Management Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,587 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #74.

Wealth Management Partners first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wealth Management Partners held 2,587 shares of iShares Russell 3000 ETF worth $1.1M as of Q2 2026.
  • Wealth Management Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.26% of Wealth Management Partners's portfolio in Q2 2026, its #74 holding.
  • Wealth Management Partners first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.