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

ARS Wealth Advisors Group’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 		$437K Sell
1,025
-390
-28% -$161K 0.03% 149
2026
Q1 		$525K Hold
1,415
– – 0.04% 122
2025
Q4 		$547K Hold
1,415
– – 0.05% 108
2025
Q3 		$536K Buy
1,415
+400
+39% +$146K 0.05% 107
2025
Q2 		$356K Hold
1,015
– – 0.04% 122
2025
Q1 		$322K Hold
1,015
– – 0.05% 115
2024
Q4 		$339K Sell
1,015
-4
-0.4% -$1.35K 0.05% 112
2024
Q3 		$333K Hold
1,019
– – 0.04% 124
2024
Q2 		$315K Sell
1,019
-466
-31% -$139K 0.04% 121
2024
Q1 		$446K Sell
1,485
-955
-39% -$272K 0.06% 102
2023
Q4 		$668K Sell
2,440
-112
-4% -$28.6K 0.1% 79
2023
Q3 		$625K Sell
2,552
-811
-24% -$207K 0.1% 81
2023
Q2 		$856K Sell
3,363
-105
-3% -$25.3K 0.14% 72
2023
Q1 		$816K Buy
3,468
+360
+12% +$83.1K 0.15% 65
2022
Q4 		$686K Sell
3,108
-3,489
-53% -$775K 0.11% 74
2022
Q3 		$1.37M Sell
6,597
-340
-5% -$78.2K 0.21% 64
2022
Q2 		$1.51M Sell
6,937
-994
-13% -$235K 0.21% 73
2022
Q1 		$2.08M Sell
7,931
-413
-5% -$107K 0.36% 41
2021
Q4 		$2.32M Sell
8,344
-107
-1% -$29K 0.39% 41
2021
Q3 		$2.15M Buy
+8,451
New +$2.21M 0.39% 43

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

ARS Wealth Advisors Group's IWV Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its iShares Russell 3000 ETF (IWV) stake by 28% in Q2 2026, selling an estimated $161K and leaving 1,025 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #149.

ARS Wealth Advisors Group first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.32M in Q4 2021. 358 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • ARS Wealth Advisors Group held 1,025 shares of iShares Russell 3000 ETF worth $437K as of Q2 2026.
  • ARS Wealth Advisors Group sold 390 iShares Russell 3000 ETF shares in Q2 2026, an estimated $161K.
  • iShares Russell 3000 ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #149 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • ARS Wealth Advisors Group's iShares Russell 3000 ETF position peaked at $2.32M in Q4 2021.
  • 358 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.