AWM
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Accurate Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Accurate Wealth 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 		$376K Sell
876
-131
-13% -$54K 0.04% 404
2026
Q1 		$389K Buy
1,007
+25
+3% +$9.67K 0.05% 368
2025
Q4 		$388K Sell
982
-104
-10% -$39.9K 0.05% 353
2025
Q3 		$410K Sell
1,086
-22
-2% -$8.02K 0.05% 329
2025
Q2 		$395K Hold
1,108
– – 0.06% 308
2025
Q1 		$335K Sell
1,108
-98
-8% -$32.9K 0.06% 260
2024
Q4 		$400K Hold
1,206
– – 0.08% 236
2024
Q3 		$398K Sell
1,206
-153
-11% -$48.2K 0.08% 238
2024
Q2 		$434K Hold
1,359
– – 0.1% 181
2024
Q1 		$385K Sell
1,359
-74
-5% -$21.1K 0.11% 174
2023
Q4 		$392K Hold
1,433
– – 0.12% 169
2023
Q3 		$357K Sell
1,433
-136
-9% -$34.8K 0.11% 171
2023
Q2 		$406K Sell
1,569
-319
-17% -$76.7K 0.13% 163
2023
Q1 		$444K Sell
1,888
-75
-4% -$17.3K 0.15% 145
2022
Q4 		$443K Sell
1,963
-913
-32% -$203K 0.16% 113
2022
Q3 		$611K Buy
2,876
+1,288
+81% +$296K 0.25% 74
2022
Q2 		$357K Buy
1,588
+197
+14% +$46.6K 0.19% 101
2022
Q1 		$365K Buy
+1,391
New +$360K 0.16% 109

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Accurate Wealth Management's IWV Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 13% in Q2 2026, selling an estimated $54K and leaving 876 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #404.

Accurate Wealth Management first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $611K in Q3 2022. 351 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Accurate Wealth Management held 876 shares of iShares Russell 3000 ETF worth $376K as of Q2 2026.
  • Accurate Wealth Management sold 131 iShares Russell 3000 ETF shares in Q2 2026, an estimated $54K.
  • iShares Russell 3000 ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Accurate Wealth Management's iShares Russell 3000 ETF position peaked at $611K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.