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

Atala 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	$1.44M	Hold	3,383	–	–	0.88%	35
2026 Q1	$1.26M	Buy	3,383 +64	+2%	+$24.8K	0.85%	37
2025 Q4	$1.28M	Hold	3,319	–	–	0.82%	38
2025 Q3	$1.26M	Hold	3,319	–	–	0.79%	42
2025 Q2	$1.16M	Hold	3,319	–	–	0.8%	41
2025 Q1	$1.05M	Sell	3,319 -150	-4%	-$50.3K	0.77%	40
2024 Q4	$1.16M	Buy	+3,469	New	+$1.17M	0.81%	37

Other funds holding IWV

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

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

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

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Atala Financial's IWV Position: Q2 2026 in Review

Atala Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,383 shares worth $1.44M. The position accounts for 0.88% of the portfolio, ranked #35.

Atala Financial first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Atala Financial held 3,383 shares of iShares Russell 3000 ETF worth $1.44M as of Q2 2026.
Atala Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.88% of Atala Financial's portfolio in Q2 2026, its #35 holding.
Atala Financial first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.