AWE
IWV icon

Avidian Wealth Enterprises’s iShares Russell 3000 ETF IWV Stock Holding History

Avidian Wealth Enterprises’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 		$2.29M Buy
5,311
+31
+0.6% +$13.4K 0.06% 194
2026
Q2 		$2.25M Sell
5,280
-272
-5% -$112K 0.06% 192
2026
Q1 		$2.06M Buy
5,552
+568
+11% +$220K 0.07% 186
2025
Q4 		$1.93M Sell
4,984
-17
-0.3% -$6.52K 0.07% 149
2025
Q3 		$1.89M Buy
5,001
+5
+0.1% +$1.82K 0.07% 147
2025
Q2 		$1.75M Buy
4,996
+1,631
+48% +$530K 0.07% 143
2025
Q1 		$1.07M Buy
3,365
+789
+31% +$265K 0.05% 189
2024
Q4 		$861K Buy
2,576
+513
+25% +$173K 0.04% 209
2024
Q3 		$674K Hold
2,063
– – 0.03% 244
2024
Q2 		$637K Buy
2,063
+132
+7% +$39.4K 0.03% 248
2024
Q1 		$579K Hold
1,931
– – 0.03% 244
2023
Q4 		$529K Buy
1,931
+5
+0.3% +$1.27K 0.03% 252
2023
Q3 		$472K Buy
+1,926
New +$492K 0.03% 267

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Avidian Wealth Enterprises's IWV Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 3000 ETF (IWV) stake by 0.59% in Q3 2026, buying an estimated $13.4K and bringing the position to 5,311 shares worth $2.29M. The position accounts for 0.06% of the portfolio, ranked #194.

Avidian Wealth Enterprises first reported a position in IWV in Q3 2023 and has held it in 13 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Avidian Wealth Enterprises held 5,311 shares of iShares Russell 3000 ETF worth $2.29M as of Q3 2026.
  • Avidian Wealth Enterprises bought 31 iShares Russell 3000 ETF shares in Q3 2026, an estimated $13.4K.
  • iShares Russell 3000 ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #194 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 13 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.