BAM
IWV icon

Beaumont Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

Beaumont Asset 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
Q2 		$1.19M Hold
2,791
– – 0.46% 38
2026
Q1 		$1.03M Sell
2,791
-154
-5% -$59.6K 0.47% 37
2025
Q4 		$1.14M Hold
2,945
– – 0.57% 33
2025
Q3 		$1.12M Hold
2,945
– – 0.56% 34
2025
Q2 		$1.03M Hold
2,945
– – 0.56% 33
2025
Q1 		$935K Sell
2,945
-25
-0.8% -$8.38K 0.57% 36
2024
Q4 		$993K Hold
2,970
– – 0.57% 32
2024
Q3 		$970K Hold
2,970
– – 0.56% 36
2024
Q2 		$917K Hold
2,970
– – 0.59% 33
2024
Q1 		$891K Hold
2,970
– – 0.59% 34
2023
Q4 		$813K Hold
2,970
– – 0.57% 35
2023
Q3 		$728K Hold
2,970
– – 0.6% 34
2023
Q2 		$756K Hold
2,970
– – 0.57% 36
2023
Q1 		$699K Sell
2,970
-61
-2% -$14.1K 0.51% 38
2022
Q4 		$669K Sell
3,031
-600
-17% -$133K 0.49% 40
2022
Q3 		$751K Buy
3,631
+590
+19% +$136K 0.6% 36
2022
Q2 		$661K Sell
3,041
-51
-2% -$12.1K 0.5% 38
2022
Q1 		$811K Sell
3,092
-298
-9% -$77.1K 0.55% 35
2021
Q4 		$940K Hold
3,390
– – 0.63% 27
2021
Q3 		$863K Sell
3,390
-271
-7% -$71K 0.64% 29
2021
Q2 		$936K Sell
3,661
-70
-2% -$17.4K 0.72% 26
2021
Q1 		$885K Sell
3,731
-90
-2% -$20.9K 0.74% 26
2020
Q4 		$854K Hold
3,821
– – 0.77% 24
2020
Q3 		$747K Sell
3,821
-380
-9% -$73.5K 0.75% 29
2020
Q2 		$756K Hold
4,201
– – 0.79% 29
2020
Q1 		$623K Sell
4,201
-669
-14% -$119K 0.75% 34
2019
Q4 		$917K Buy
+4,870
New +$878K 0.88% 34

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
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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Beaumont Asset Management's IWV Position: Q2 2026 in Review

Beaumont Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,791 shares worth $1.19M. The position accounts for 0.46% of the portfolio, ranked #38.

Beaumont Asset Management first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. 225 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Beaumont Asset Management held 2,791 shares of iShares Russell 3000 ETF worth $1.19M as of Q2 2026.
  • Beaumont Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.46% of Beaumont Asset Management's portfolio in Q2 2026, its #38 holding.
  • Beaumont Asset Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.