William Howard & Co Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

William Howard & Co Financial Advisors’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	$5.87M	Buy	13,778 +3	+0%	+$1.24K	4.57%	5
2026 Q1	$5.11M	Sell	13,775 -496	-3%	-$192K	4.41%	5
2025 Q4	$5.52M	Sell	14,271 -49	-0.3%	-$18.8K	4.65%	5
2025 Q3	$5.43M	Sell	14,320 -705	-5%	-$257K	4.62%	5
2025 Q2	$5.27M	Buy	15,025 +121	+0.8%	+$39.3K	4.6%	5
2025 Q1	$4.73M	Sell	14,904 -1,137	-7%	-$381K	4.44%	5
2024 Q4	$5.36M	Sell	16,041 -15	-0.1%	-$5.05K	4.85%	5
2024 Q3	$5.25M	Sell	16,056 -1,115	-6%	-$351K	4.48%	5
2024 Q2	$5.3M	Sell	17,171 -804	-4%	-$240K	4.9%	5
2024 Q1	$5.39M	Buy	+17,975	New	+$5.13M	5.06%	5

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

William Howard & Co Financial Advisors's IWV Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.02% in Q2 2026, buying an estimated $1.24K and bringing the position to 13,778 shares worth $5.87M. The position accounts for 4.57% of the portfolio, ranked #5.

William Howard & Co Financial Advisors first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 905 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

William Howard & Co Financial Advisors held 13,778 shares of iShares Russell 3000 ETF worth $5.87M as of Q2 2026.
William Howard & Co Financial Advisors bought 3 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.24K.
iShares Russell 3000 ETF made up 4.57% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #5 holding.
William Howard & Co Financial Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
905 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.