Willis Johnson & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Willis Johnson & 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	$339K	Sell	795 -8	-1%	-$3.3K	0.02%	91
2026 Q1	$298K	Hold	803	–	–	0.02%	151
2025 Q4	$311K	Buy	+803	New	+$308K	0.02%	141
2021 Q3	–	Sell	-1,872	Closed	-$479K	–	100
2021 Q2	$479K	Sell	1,872 -17	-0.9%	-$4.24K	0.07%	56
2021 Q1	$448K	Sell	1,889 -55	-3%	-$12.8K	0.07%	55
2020 Q4	$435K	Buy	+1,944	New	+$408K	0.07%	53

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

Willis Johnson & Associates's IWV Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares Russell 3000 ETF (IWV) stake by 1% in Q2 2026, selling an estimated $3.3K and leaving 795 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #91.

Willis Johnson & Associates first reported a position in IWV in Q4 2020 and has held it in 6 quarters since. The position peaked at $479K in Q2 2021. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Willis Johnson & Associates held 795 shares of iShares Russell 3000 ETF worth $339K as of Q2 2026.
Willis Johnson & Associates sold 8 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.3K.
iShares Russell 3000 ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q2 2026, its #91 holding.
Willis Johnson & Associates first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 6 quarters since.
Willis Johnson & Associates's iShares Russell 3000 ETF position peaked at $479K in Q2 2021.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.