1620 Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

1620 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	$63.1K	Hold	148	–	–	0.04%	303
2026 Q1	$54.9K	Hold	148	–	–	0.04%	299
2025 Q4	$57.3K	Hold	148	–	–	0.04%	288
2025 Q3	$56.1K	Hold	148	–	–	0.04%	282
2025 Q2	$51.9K	Sell	148 -50	-25%	-$16.2K	0.04%	298
2025 Q1	$62.9K	Sell	198 -95	-32%	-$31.9K	0.05%	273
2024 Q4	$97.9K	Hold	293	–	–	0.07%	223
2024 Q3	$95.7K	Hold	293	–	–	0.07%	236
2024 Q2	$90.4K	Buy	+293	New	+$87.4K	0.07%	229
2023 Q3	–	Sell	-356	Closed	-$2.56M	–	155
2023 Q2	$2.56M	Buy	+356	New	+$85.6K	2.77%	4

Other funds holding IWV

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

1620 Investment Advisors's IWV Position: Q2 2026 in Review

1620 Investment Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 148 shares worth $63.1K. The position accounts for 0.04% of the portfolio, ranked #303.

1620 Investment Advisors first reported a position in IWV in Q2 2023 and has held it in 10 quarters since. The position peaked at $2.56M in Q2 2023. 143 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

1620 Investment Advisors held 148 shares of iShares Russell 3000 ETF worth $63.1K as of Q2 2026.
1620 Investment Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of 1620 Investment Advisors's portfolio in Q2 2026, its #303 holding.
1620 Investment Advisors first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 10 quarters since.
1620 Investment Advisors's iShares Russell 3000 ETF position peaked at $2.56M in Q2 2023.
143 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.