Wealthspire Advisors (New York)’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthspire Advisors (New York)’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	$90.7M	Buy	212,799 +171,412	+414%	+$70.6M	0.5%	37
2026 Q1	$15.3M	Sell	41,387 -7,487	-15%	-$2.9M	0.12%	86
2025 Q4	$18.9M	Sell	48,874 -47,868	-49%	-$18.4M	0.15%	79
2025 Q3	$36.7M	Buy	96,742 +1,214	+1%	+$443K	0.19%	61
2025 Q2	$33.5M	Sell	95,528 -6	-0%	-$1.95K	0.19%	59
2025 Q1	$30.3M	Buy	95,534 +47,626	+99%	+$16M	0.18%	63
2024 Q4	$16M	Buy	47,908 +12	+0%	+$4.04K	0.16%	72
2024 Q3	$15.6M	Buy	47,896 +656	+1%	+$206K	0.16%	73
2024 Q2	$14.6M	Buy	47,240 +204	+0.4%	+$60.9K	0.19%	58
2024 Q1	$14.1M	Sell	47,036 -11,952	-20%	-$3.41M	0.19%	57
2023 Q4	$16.1M	Sell	58,988 -281	-0.5%	-$71.6K	0.23%	53
2023 Q3	$14.5M	Buy	59,269 +10,351	+21%	+$2.64M	0.24%	50
2023 Q2	$12.4M	Buy	48,918 +1,244	+3%	+$299K	0.2%	59
2023 Q1	$11.2M	Buy	47,674 +864	+2%	+$199K	0.19%	60
2022 Q4	$10.3M	Buy	46,810 +787	+2%	+$175K	0.19%	65
2022 Q3	$9.53M	Buy	46,023 +612	+1%	+$141K	0.2%	65
2022 Q2	$9.87M	Buy	45,411 +52	+0.1%	+$12.3K	0.21%	60
2022 Q1	$11.9M	Buy	45,359 +7,813	+21%	+$2.02M	0.27%	42
2021 Q4	$10.4M	Buy	37,546 +29	+0.1%	+$7.86K	0.23%	46
2021 Q3	$9.56M	Sell	37,517 -8,827	-19%	-$2.31M	0.2%	61
2021 Q2	$11.9M	Buy	46,344 +5,176	+13%	+$1.29M	0.31%	40
2021 Q1	$9.77M	Sell	41,168 -239	-0.6%	-$55.5K	0.23%	55
2020 Q4	$9.26M	Buy	+41,407	New	+$8.7M	0.28%	51
2020 Q2	–	Sell	-49,457	Closed	-$7.34M	–	413
2020 Q1	$7.34M	Buy	+49,457	New	+$8.8M	0.31%	48

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell 3000 ETF (IWV) stake by 414% in Q2 2026, buying an estimated $70.6M and bringing the position to 212,799 shares worth $90.7M. The position accounts for 0.5% of the portfolio, ranked #37.

Wealthspire Advisors (New York) first reported a position in IWV in Q1 2020 and has held it in 24 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Wealthspire Advisors (New York) held 212,799 shares of iShares Russell 3000 ETF worth $90.7M as of Q2 2026.
Wealthspire Advisors (New York) bought 171,412 iShares Russell 3000 ETF shares in Q2 2026, an estimated $70.6M.
iShares Russell 3000 ETF made up 0.5% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #37 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 24 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.