World Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

World Investment Advisors’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	$856K	Sell	2,310 -180	-7%	-$74.2K	0.01%	757
2026 Q1	$923K	Sell	2,490 -1,338	-35%	-$518K	0.01%	739
2025 Q4	$1.48M	Buy	3,828 +177	+5%	+$67.9K	0.02%	559
2025 Q3	$1.38M	Sell	3,651 -633	-15%	-$231K	0.03%	492
2025 Q2	$1.5M	Buy	4,284 +63	+1%	+$20.5K	0.03%	432
2025 Q1	$1.34M	Sell	4,221 -281	-6%	-$94.2K	0.03%	432
2024 Q4	$1.5M	Buy	4,502 +1,181	+36%	+$398K	0.04%	391
2024 Q3	$1.09M	Buy	3,321 +209	+7%	+$65.8K	0.03%	410
2024 Q2	$961K	Buy	3,112 +52	+2%	+$15.5K	0.06%	281
2024 Q1	$918K	Buy	+3,060	New	+$873K	0.13%	146

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

World Investment Advisors's IWV Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 7.2% in Q2 2026, selling an estimated $74.2K and leaving 2,310 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #757.

World Investment Advisors first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

World Investment Advisors held 2,310 shares of iShares Russell 3000 ETF worth $856K as of Q2 2026.
World Investment Advisors sold 180 iShares Russell 3000 ETF shares in Q2 2026, an estimated $74.2K.
iShares Russell 3000 ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #757 holding.
World Investment Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
World Investment Advisors's iShares Russell 3000 ETF position peaked at $1.5M in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.