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

Western Wealth Management’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	$304K	Sell	820 -2	-0.2%	-$774	0.01%	795
2025 Q4	$318K	Buy	+822	New	+$315K	0.01%	642
2019 Q1	–	Sell	-1,386	Closed	-$204K	–	389
2018 Q4	$204K	Buy	+1,386	New	+$220K	0.05%	326

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

Western Wealth Management's IWV Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.24% in Q1 2026, selling an estimated $774 and leaving 820 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #795.

Western Wealth Management first reported a position in IWV in Q4 2018 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Western Wealth Management held 820 shares of iShares Russell 3000 ETF worth $304K as of Q1 2026.
Western Wealth Management sold 2 iShares Russell 3000 ETF shares in Q1 2026, an estimated $774.
iShares Russell 3000 ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #795 holding.
Western Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 3 quarters since.
Western Wealth Management's iShares Russell 3000 ETF position peaked at $318K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.