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Armbruster Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Armbruster Capital 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 		$785K Buy
1,840
+10
+0.5% +$4.12K 0.12% 68
2026
Q1 		$678K Buy
1,830
+11
+0.6% +$4.25K 0.11% 74
2025
Q4 		$704K Buy
1,819
+9
+0.5% +$3.45K 0.12% 72
2025
Q3 		$686K Buy
1,810
+9
+0.5% +$3.28K 0.12% 73
2025
Q2 		$632K Buy
1,801
+136
+8% +$44.2K 0.11% 73
2025
Q1 		$529K Sell
1,665
-1,065
-39% -$357K 0.11% 81
2024
Q4 		$913K Sell
2,730
-19
-0.7% -$6.4K 0.19% 58
2024
Q3 		$898K Sell
2,749
-21
-0.8% -$6.61K 0.18% 56
2024
Q2 		$855K Sell
2,770
-21
-0.8% -$6.27K 0.18% 55
2024
Q1 		$838K Sell
2,791
-46
-2% -$13.1K 0.18% 51
2023
Q4 		$777K Sell
2,837
-1
-0% -$255 0.18% 51
2023
Q3 		$696K Sell
2,838
-61
-2% -$15.6K 0.18% 52
2023
Q2 		$738K Sell
2,899
-17
-0.6% -$4.09K 0.18% 51
2023
Q1 		$687K Sell
2,916
-90
-3% -$20.8K 0.18% 52
2022
Q4 		$663K Sell
3,006
-3,266
-52% -$726K 0.17% 51
2022
Q3 		$1.3M Sell
6,272
-714
-10% -$164K 0.37% 37
2022
Q2 		$1.52M Sell
6,986
-3,497
-33% -$828K 0.41% 38
2022
Q1 		$2.75M Sell
10,483
-23,320
-69% -$6.04M 0.66% 32
2021
Q4 		$9.38M Buy
+33,803
New +$9.16M 2.15% 12
2018
Q2 		– Sell
-1,204
Closed -$188K – 137
2018
Q1 		$188K Hold
1,204
– – 0.09% 67
2017
Q4 		$190K Hold
1,204
– – 0.09% 71
2017
Q3 		$180K Hold
1,204
– – 0.09% 66
2017
Q2 		$173K Hold
1,204
– – 0.09% 69
2017
Q1 		$168K Hold
1,204
– – 0.09% 68
2016
Q4 		$160K Hold
1,204
– – 0.09% 72
2016
Q3 		$154K Hold
1,204
– – 0.1% 74
2016
Q2 		$149K Buy
+1,204
New +$147K 0.1% 75

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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Armbruster Capital Management's IWV Position: Q2 2026 in Review

Armbruster Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 0.55% in Q2 2026, buying an estimated $4.12K and bringing the position to 1,840 shares worth $785K. The position accounts for 0.12% of the portfolio, ranked #68.

Armbruster Capital Management first reported a position in IWV in Q2 2016 and has held it in 27 quarters since. The position peaked at $9.38M in Q4 2021. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Armbruster Capital Management held 1,840 shares of iShares Russell 3000 ETF worth $785K as of Q2 2026.
  • Armbruster Capital Management bought 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Russell 3000 ETF made up 0.12% of Armbruster Capital Management's portfolio in Q2 2026, its #68 holding.
  • Armbruster Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 27 quarters since.
  • Armbruster Capital Management's iShares Russell 3000 ETF position peaked at $9.38M in Q4 2021.
  • 165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.