AWM
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Avior Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Avior Wealth Management’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 		$221K Buy
512
+1
+0.2% +$432 0.01% 738
2026
Q2 		$218K Buy
+511
New +$211K 0.01% 737
2025
Q1 		– Sell
-127
Closed -$42.6K – 1544
2024
Q4 		$42.6K Buy
127
+71
+127% +$23.9K ﹤0.01% 1196
2024
Q3 		$18.4K Hold
56
– – ﹤0.01% 1391
2024
Q2 		$17.4K Sell
56
-107
-66% -$31.9K ﹤0.01% 1374
2024
Q1 		$48.9K Buy
163
+113
+226% +$32.2K ﹤0.01% 1242
2023
Q4 		$13.7K Hold
50
– – ﹤0.01% 941
2023
Q3 		$12.3K Hold
50
– – ﹤0.01% 1013
2023
Q2 		$12.7K Hold
50
– – ﹤0.01% 989
2023
Q1 		$11.8K Hold
50
– – ﹤0.01% 1028
2022
Q4 		$11K Hold
50
– – ﹤0.01% 839
2022
Q3 		$10K Buy
50
+45
+900% +$10.4K ﹤0.01% 849
2022
Q2 		$1K Sell
5
-2
-29% -$474 ﹤0.01% 999
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1037
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1028
2021
Q3 		$1K Buy
7
+2
+40% +$524 ﹤0.01% 1002
2021
Q2 		$1K Buy
+5
New +$1.25K ﹤0.01% 973

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Avior Wealth Management's IWV Position: Q3 2026 in Review

Avior Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 0.2% in Q3 2026, buying an estimated $432 and bringing the position to 512 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #738.

Avior Wealth Management first reported a position in IWV in Q2 2021 and has held it in 17 quarters since. 94 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Avior Wealth Management held 512 shares of iShares Russell 3000 ETF worth $221K as of Q3 2026.
  • Avior Wealth Management bought 1 iShares Russell 3000 ETF share in Q3 2026, an estimated $432.
  • iShares Russell 3000 ETF made up 0.01% of Avior Wealth Management's portfolio in Q3 2026, its #738 holding.
  • Avior Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 17 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.