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IWVIWV
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Position history for WAWealthspire Advisors, LLC's holdings in ISHARES RUSSELL 3000 ETF

Wealthspire Advisors, LLC holds 212,799 shares of IWV (ISHARES RUSSELL 3000 ETF), worth $90.7M as of 2026-Q2. The position was increased (+414.2% shares). IWV represents 0.5% of Wealthspire Advisors, LLC's portfolio.

Current Value

$90.7M

Current Shares

212,799

Total Value Change

+$75.1M

Total Shares Change

+164,903

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
212,799
+414.2%
$90.7M0.5%$426.40
58
2026-Q1
Decreased
41,387
-15.3%
$15.3M0.1%$387.33
0
2025-Q4
Decreased
48,874
-49.5%
$18.9M0.2%$389.73
0
2025-Q3
Increased
96,742
+1.3%
$36.7M0.2%$376.62
35
2025-Q2
Decreased
95,528
-0.0%
$33.5M0.2%$347.37
0
2025-Q1
Increased
95,534
+99.4%
$30.3M0.2%$313.50
56
2024-Q4
Increased
47,908
+0.0%
$16M0.2%$332.13
34
2024-Q3
Increased
47,896
+1.4%
$15.6M0.2%$321.26
34

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

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