William Mack & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

William Mack & Associates’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	$536K	Sell	1,258 -80	-6%	-$33K	0.19%	49
2026 Q1	$496K	Sell	1,338 -14	-1%	-$5.42K	0.28%	38
2025 Q4	$523K	Sell	1,352 -550	-29%	-$211K	0.25%	42
2025 Q3	$721K	Buy	1,902 +3	+0.2%	+$1.09K	0.39%	33
2025 Q2	$667K	Buy	1,899 +65	+4%	+$21.1K	0.42%	34
2025 Q1	$582K	Buy	1,834 +55	+3%	+$18.4K	0.5%	31
2024 Q4	$595K	Buy	+1,779	New	+$599K	0.62%	27

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 Mack & Associates's IWV Position: Q2 2026 in Review

William Mack & Associates reduced its iShares Russell 3000 ETF (IWV) stake by 6% in Q2 2026, selling an estimated $33K and leaving 1,258 shares worth $536K. The position accounts for 0.19% of the portfolio, ranked #49.

William Mack & Associates first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $721K in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

William Mack & Associates held 1,258 shares of iShares Russell 3000 ETF worth $536K as of Q2 2026.
William Mack & Associates sold 80 iShares Russell 3000 ETF shares in Q2 2026, an estimated $33K.
iShares Russell 3000 ETF made up 0.19% of William Mack & Associates's portfolio in Q2 2026, its #49 holding.
William Mack & Associates first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's iShares Russell 3000 ETF position peaked at $721K in Q3 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.