XF
IWV icon

XML Financial’s iShares Russell 3000 ETF IWV Stock Holding History

XML Financial’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 		$1.26M Buy
2,961
+6
+0.2% +$2.47K 0.09% 168
2026
Q1 		$1.1M Sell
2,955
-325
-10% -$126K 0.09% 172
2025
Q4 		$1.27M Buy
3,280
+7
+0.2% +$2.69K 0.1% 158
2025
Q3 		$1.24M Sell
3,273
-29
-0.9% -$10.6K 0.1% 162
2025
Q2 		$1.16M Buy
3,302
+57
+2% +$18.5K 0.1% 169
2025
Q1 		$1.03M Hold
3,245
– – 0.1% 171
2024
Q4 		$1.08M Sell
3,245
-47
-1% -$15.8K 0.1% 165
2024
Q3 		$1.08M Sell
3,292
-23
-0.7% -$7.24K 0.1% 167
2024
Q2 		$1.02M Buy
3,315
+43
+1% +$12.8K 0.1% 161
2024
Q1 		$982K Sell
3,272
-58
-2% -$16.5K 0.1% 168
2023
Q4 		$912K Buy
3,330
+22
+0.7% +$5.61K 0.1% 165
2023
Q3 		$811K Sell
3,308
-283
-8% -$72.3K 0.1% 171
2023
Q2 		$914K Buy
3,591
+8
+0.2% +$1.92K 0.11% 168
2023
Q1 		$843K Sell
3,583
-24
-0.7% -$5.54K 0.1% 167
2022
Q4 		$796K Buy
3,607
+23
+0.6% +$5.11K 0.1% 169
2022
Q3 		$742K Buy
3,584
+16
+0.4% +$3.68K 0.1% 163
2022
Q2 		$776K Buy
3,568
+10
+0.3% +$2.37K 0.18% 103
2022
Q1 		$934K Buy
3,558
+9
+0.3% +$2.33K 0.11% 158
2021
Q4 		$985K Hold
3,549
– – 0.12% 156
2021
Q3 		$904K Sell
3,549
-17
-0.5% -$4.45K 0.12% 154
2021
Q2 		$913K Buy
3,566
+154
+5% +$38.4K 0.2% 93
2021
Q1 		$809K Sell
3,412
-481
-12% -$112K 0.2% 97
2020
Q4 		$870K Buy
3,893
+169
+5% +$35.5K 0.23% 87
2020
Q3 		$729K Sell
3,724
-140
-4% -$27.1K 0.23% 89
2020
Q2 		$696K Buy
3,864
+167
+5% +$28.3K 0.24% 83
2020
Q1 		$548K Sell
3,697
-381
-9% -$67.8K 0.24% 84
2019
Q4 		$769K Buy
+4,078
New +$735K 0.28% 75

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

XML Financial's IWV Position: Q2 2026 in Review

XML Financial increased its iShares Russell 3000 ETF (IWV) stake by 0.2% in Q2 2026, buying an estimated $2.47K and bringing the position to 2,961 shares worth $1.26M. The position accounts for 0.09% of the portfolio, ranked #168.

XML Financial first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.27M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • XML Financial held 2,961 shares of iShares Russell 3000 ETF worth $1.26M as of Q2 2026.
  • XML Financial bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Russell 3000 ETF made up 0.09% of XML Financial's portfolio in Q2 2026, its #168 holding.
  • XML Financial first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares Russell 3000 ETF position peaked at $1.27M in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.