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Wedbush Securities’s iShares Russell 3000 ETF IWV Stock Holding History

Wedbush Securities’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 		$596K Hold
1,397
– – 0.02% 666
2026
Q1 		$518K Sell
1,397
-444
-24% -$172K 0.02% 674
2025
Q4 		$712K Sell
1,841
-275
-13% -$106K 0.02% 560
2025
Q3 		$802K Sell
2,116
-992
-32% -$362K 0.03% 497
2025
Q2 		$1.09M Buy
3,108
+10
+0.3% +$3.25K 0.04% 397
2025
Q1 		$984K Buy
3,098
+6
+0.2% +$2.01K 0.04% 393
2024
Q4 		$1.03M Sell
3,092
-75
-2% -$25.2K 0.04% 371
2024
Q3 		$1.03M Buy
3,167
+8
+0.3% +$2.52K 0.04% 360
2024
Q2 		$975K Sell
3,159
-94
-3% -$28.1K 0.03% 389
2024
Q1 		$976K Buy
3,253
+330
+11% +$94.1K 0.04% 392
2023
Q4 		$800K Sell
2,923
-19
-0.6% -$4.84K 0.04% 395
2023
Q3 		$721K Buy
2,942
+30
+1% +$7.67K 0.04% 399
2023
Q2 		$741K Buy
2,912
+5
+0.2% +$1.2K 0.04% 408
2023
Q1 		$684K Buy
2,907
+9
+0.3% +$2.08K 0.03% 436
2022
Q4 		$640K Sell
2,898
-11
-0.4% -$2.44K 0.04% 434
2022
Q3 		$602K Buy
2,909
+11
+0.4% +$2.53K 0.03% 448
2022
Q2 		$630K Buy
2,898
+6
+0.2% +$1.42K 0.03% 440
2022
Q1 		$759K Sell
2,892
-80
-3% -$20.7K 0.03% 423
2021
Q4 		$825K Buy
2,972
+1,203
+68% +$326K 0.04% 434
2021
Q3 		$451K Sell
1,769
-554
-24% -$145K 0.02% 660
2021
Q2 		$595K Buy
2,323
+620
+36% +$155K 0.03% 566
2021
Q1 		$404K Buy
1,703
+3
+0.2% +$697 0.02% 659
2020
Q4 		$380K Buy
1,700
+3
+0.2% +$630 0.03% 559
2020
Q3 		$332K Buy
1,697
+89
+6% +$17.2K 0.03% 568
2020
Q2 		$289K Buy
1,608
+31
+2% +$5.25K 0.03% 620
2020
Q1 		$234K Sell
1,577
-416
-21% -$74K 0.03% 618
2019
Q4 		$376K Sell
1,993
-207
-9% -$37.3K 0.03% 579
2019
Q3 		$382K Sell
2,200
-113
-5% -$19.6K 0.04% 541
2019
Q2 		$399K Sell
2,313
-393
-15% -$66.7K 0.04% 523
2019
Q1 		$451K Sell
2,706
-1,194
-31% -$192K 0.05% 442
2018
Q4 		$573K Buy
3,900
+17
+0.4% +$2.7K 0.07% 312
2018
Q3 		$669K Buy
3,883
+967
+33% +$164K 0.08% 296
2018
Q2 		$473K Buy
2,916
+588
+25% +$94.5K 0.06% 396
2018
Q1 		$364K Buy
+2,328
New +$376K 0.05% 459

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

Wedbush Securities's IWV Position: Q2 2026 in Review

Wedbush Securities held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,397 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #666.

Wedbush Securities first reported a position in IWV in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.09M in Q2 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wedbush Securities held 1,397 shares of iShares Russell 3000 ETF worth $596K as of Q2 2026.
  • Wedbush Securities left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #666 holding.
  • Wedbush Securities first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 34 quarters since.
  • Wedbush Securities's iShares Russell 3000 ETF position peaked at $1.09M in Q2 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.