AGH Wealth Advisors
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AGH Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

AGH Wealth 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
Q3 		$887K Sell
2,056
-50
-2% -$21.6K 0.51% 45
2026
Q2 		$898K Sell
2,106
-130
-6% -$53.6K 0.57% 39
2026
Q1 		$829K Hold
2,236
– – 0.61% 32
2025
Q4 		$865K Sell
2,236
-170
-7% -$65.2K 0.65% 31
2025
Q3 		$912K Sell
2,406
-88
-4% -$32.1K 0.67% 29
2025
Q2 		$875K Hold
2,494
– – 0.72% 26
2025
Q1 		$792K Hold
2,494
– – 0.76% 28
2024
Q4 		$834K Buy
+2,494
New +$840K 0.77% 28

Other funds holding IWV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

AGH Wealth Advisors's IWV Position: Q3 2026 in Review

AGH Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q3 2026, selling an estimated $21.6K and leaving 2,056 shares worth $887K. The position accounts for 0.51% of the portfolio, ranked #45.

AGH Wealth Advisors first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $912K in Q3 2025. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • AGH Wealth Advisors held 2,056 shares of iShares Russell 3000 ETF worth $887K as of Q3 2026.
  • AGH Wealth Advisors sold 50 iShares Russell 3000 ETF shares in Q3 2026, an estimated $21.6K.
  • iShares Russell 3000 ETF made up 0.51% of AGH Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • AGH Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
  • AGH Wealth Advisors's iShares Russell 3000 ETF position peaked at $912K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.