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

Aletheian 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
Q2 		$206K Buy
+484
New +$199K 0.09% 106

Other funds holding IWV

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
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
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
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

Aletheian Wealth Advisors's IWV Position: Q2 2026 in Review

Aletheian Wealth Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 484 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #106 among its holdings.

140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Aletheian Wealth Advisors held 484 shares of iShares Russell 3000 ETF worth $206K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Aletheian Wealth Advisors position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.09% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.