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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Willis Johnson & Associates's IWV Position: Q1 2026 in Review

Willis Johnson & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 803 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #151.

Willis Johnson & Associates first reported a position in IWV in Q4 2020 and has held it in 5 quarters since. The position peaked at $479K in Q2 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Willis Johnson & Associates held 803 shares of iShares Russell 3000 ETF worth $298K as of Q1 2026.
  • Willis Johnson & Associates left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.02% of Willis Johnson & Associates's portfolio in Q1 2026, its #151 holding.
  • Willis Johnson & Associates first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 5 quarters since.
  • Willis Johnson & Associates's iShares Russell 3000 ETF position peaked at $479K in Q2 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.