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WealthShield Partners’s iShares Russell 3000 ETF IWV Stock Holding History

WealthShield 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 		$86.1K Sell
202
-330
-62% -$136K 0.01% 266
2026
Q1 		$197K Hold
532
– – 0.02% 350
2025
Q4 		$206K Hold
532
– – 0.02% 341
2025
Q3 		$202K Hold
532
– – 0.02% 343
2025
Q2 		$187K Sell
532
-29
-5% -$9.42K 0.02% 335
2025
Q1 		$178K Buy
561
+202
+56% +$67.7K 0.02% 331
2024
Q4 		$120K Sell
359
-39
-10% -$13.1K 0.02% 323
2024
Q3 		$130K Buy
398
+39
+11% +$12.3K 0.02% 326
2024
Q2 		$111K Hold
359
– – 0.02% 319
2024
Q1 		$108K Sell
359
-10
-3% -$2.85K 0.02% 318
2023
Q4 		$101K Hold
369
– – 0.02% 324
2023
Q3 		$90.8K Hold
369
– – 0.01% 343
2023
Q2 		$93.9K Hold
369
– – 0.01% 345
2023
Q1 		$86.9K Buy
+369
New +$85.2K 0.01% 349
2021
Q2 		– Sell
-39
Closed -$9K – 951
2021
Q1 		$9K Buy
+39
New +$9.06K ﹤0.01% 827
2020
Q4 		– Sell
-191
Closed -$37K – 350
2020
Q3 		$37K Buy
191
+152
+390% +$29.4K 0.01% 314
2020
Q2 		$7K Hold
39
– – ﹤0.01% 300
2020
Q1 		$6K Hold
39
– – ﹤0.01% 232
2019
Q4 		$7K Hold
39
– – ﹤0.01% 251
2019
Q3 		$7K Hold
39
– – ﹤0.01% 241
2019
Q2 		$7K Buy
+39
New +$6.62K ﹤0.01% 209

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

WealthShield Partners's IWV Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Russell 3000 ETF (IWV) stake by 62% in Q2 2026, selling an estimated $136K and leaving 202 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #266.

WealthShield Partners first reported a position in IWV in Q2 2019 and has held it in 21 quarters since. The position peaked at $206K in Q4 2025. 806 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • WealthShield Partners held 202 shares of iShares Russell 3000 ETF worth $86.1K as of Q2 2026.
  • WealthShield Partners sold 330 iShares Russell 3000 ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell 3000 ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #266 holding.
  • WealthShield Partners first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 21 quarters since.
  • WealthShield Partners's iShares Russell 3000 ETF position peaked at $206K in Q4 2025.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.