ARS Wealth Advisors Group
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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
Q3 		$442K Hold
1,025
– – 0.03% 153
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

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

ARS Wealth Advisors Group's IWV Position: Q3 2026 in Review

ARS Wealth Advisors Group held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 1,025 shares worth $442K. The position accounts for 0.03% of the portfolio, ranked #153.

ARS Wealth Advisors Group first reported a position in IWV in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.32M in Q4 2021. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • ARS Wealth Advisors Group held 1,025 shares of iShares Russell 3000 ETF worth $442K as of Q3 2026.
  • ARS Wealth Advisors Group left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #153 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's iShares Russell 3000 ETF position peaked at $2.32M in Q4 2021.
  • 614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.