WPW
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Winthrop Partners - WNY’s iShares Russell 3000 ETF IWV Stock Holding History

Winthrop Partners - WNY’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 		$292K Hold
685
– – 0.14% 78
2026
Q1 		$254K Hold
685
– – 0.14% 79
2025
Q4 		$265K Buy
+685
New +$263K 0.14% 78

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winthrop Partners - WNY's IWV Position: Q2 2026 in Review

Winthrop Partners - WNY held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 685 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #78.

Winthrop Partners - WNY first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Winthrop Partners - WNY held 685 shares of iShares Russell 3000 ETF worth $292K as of Q2 2026.
  • Winthrop Partners - WNY left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.14% of Winthrop Partners - WNY's portfolio in Q2 2026, its #78 holding.
  • Winthrop Partners - WNY first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.