ASL Financial’s iShares Russell 3000 ETF IWV Stock Holding History

ASL Financial’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	$731K	Hold	1,715	–	–	0.52%	39
2026 Q1	$636K	Hold	1,715	–	–	0.51%	37
2025 Q4	$663K	Buy	+1,715	New	+$658K	0.52%	38

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

ASL Financial's IWV Position: Q2 2026 in Review

ASL Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,715 shares worth $731K. The position accounts for 0.52% of the portfolio, ranked #39.

ASL Financial first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

ASL Financial held 1,715 shares of iShares Russell 3000 ETF worth $731K as of Q2 2026.
ASL Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.52% of ASL Financial's portfolio in Q2 2026, its #39 holding.
ASL Financial first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.