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 Q2	$338K	Sell	794 -26	-3%	-$10.7K	0.01%	790
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

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

Western Wealth Management's IWV Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q2 2026, selling an estimated $10.7K and leaving 794 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #790.

Western Wealth Management first reported a position in IWV in Q4 2018 and has held it in 4 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Western Wealth Management held 794 shares of iShares Russell 3000 ETF worth $338K as of Q2 2026.
Western Wealth Management sold 26 iShares Russell 3000 ETF shares in Q2 2026, an estimated $10.7K.
iShares Russell 3000 ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #790 holding.
Western Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 4 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.