Auour Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Auour Investments’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	$515K	Hold	1,208	–	–	0.15%	56
2026 Q1	$448K	Hold	1,208	–	–	0.14%	59
2025 Q4	$467K	Hold	1,208	–	–	0.15%	56
2025 Q3	$458K	Hold	1,208	–	–	0.15%	54
2025 Q2	$424K	Hold	1,208	–	–	0.15%	56
2025 Q1	$380K	Hold	1,208	–	–	0.14%	56
2024 Q4	$416K	Hold	1,208	–	–	0.15%	59
2024 Q3	$400K	Hold	1,208	–	–	0.14%	62
2024 Q2	$373K	Hold	1,208	–	–	0.14%	59
2024 Q1	$362K	Hold	1,208	–	–	0.13%	61
2023 Q4	$336K	Hold	1,208	–	–	0.13%	60
2023 Q3	$299K	Hold	1,208	–	–	0.13%	62
2023 Q2	$307K	Buy	+1,208	New	+$291K	0.13%	60

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Auour Investments's IWV Position: Q2 2026 in Review

Auour Investments held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,208 shares worth $515K. The position accounts for 0.15% of the portfolio, ranked #56.

Auour Investments first reported a position in IWV in Q2 2023 and has held it in 13 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Auour Investments held 1,208 shares of iShares Russell 3000 ETF worth $515K as of Q2 2026.
Auour Investments left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.15% of Auour Investments's portfolio in Q2 2026, its #56 holding.
Auour Investments first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 13 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.