WLTH Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

WLTH Capital Management’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	$432K	Sell	1,013 -5	-0.5%	-$2.06K	0.28%	26
2026 Q1	$377K	Hold	1,018	–	–	0.3%	24
2025 Q4	$395K	Buy	+1,018	New	+$391K	0.31%	24

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

WLTH Capital Management's IWV Position: Q2 2026 in Review

WLTH Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.49% in Q2 2026, selling an estimated $2.06K and leaving 1,013 shares worth $432K. The position accounts for 0.28% of the portfolio, ranked #26.

WLTH Capital Management 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.

WLTH Capital Management held 1,013 shares of iShares Russell 3000 ETF worth $432K as of Q2 2026.
WLTH Capital Management sold 5 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.06K.
iShares Russell 3000 ETF made up 0.28% of WLTH Capital Management's portfolio in Q2 2026, its #26 holding.
WLTH Capital Management 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 WLTH Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.