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Avant Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Avant Financial Advisors’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 		$2.88M Buy
6,764
+282
+4% +$116K 1.8% 20
2026
Q1 		$2.4M Buy
6,482
+644
+11% +$249K 1.69% 20
2025
Q4 		$2.26M Buy
5,838
+126
+2% +$48.4K 1.62% 20
2025
Q3 		$2.16M Sell
5,712
-143
-2% -$52.1K 1.63% 21
2025
Q2 		$2.06M Buy
5,855
+728
+14% +$236K 1.69% 21
2025
Q1 		$1.63M Buy
5,127
+170
+3% +$57K 1.48% 22
2024
Q4 		$1.66M Buy
+4,957
New +$1.67M 1.52% 21

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

Avant Financial Advisors's IWV Position: Q2 2026 in Review

Avant Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q2 2026, buying an estimated $116K and bringing the position to 6,764 shares worth $2.88M. The position accounts for 1.8% of the portfolio, ranked #20.

Avant Financial Advisors 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.

  • Avant Financial Advisors held 6,764 shares of iShares Russell 3000 ETF worth $2.88M as of Q2 2026.
  • Avant Financial Advisors bought 282 iShares Russell 3000 ETF shares in Q2 2026, an estimated $116K.
  • iShares Russell 3000 ETF made up 1.8% of Avant Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Avant Financial Advisors 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 Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.