Benchmark Financial
IWV icon

Benchmark Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Benchmark Financial’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 		$253K Sell
586
-94
-14% -$40.6K 0.19% 52
2026
Q2 		$290K Hold
680
– – 0.24% 45
2026
Q1 		$252K Hold
680
– – 0.23% 45
2025
Q4 		$263K Buy
+680
New +$261K 0.26% 41

Other funds holding IWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Benchmark Financial's IWV Position: Q3 2026 in Review

Benchmark Financial reduced its iShares Russell 3000 ETF (IWV) stake by 14% in Q3 2026, selling an estimated $40.6K and leaving 586 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #52.

Benchmark Financial first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. The position peaked at $290K in Q2 2026. 546 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Benchmark Financial held 586 shares of iShares Russell 3000 ETF worth $253K as of Q3 2026.
  • Benchmark Financial sold 94 iShares Russell 3000 ETF shares in Q3 2026, an estimated $40.6K.
  • iShares Russell 3000 ETF made up 0.19% of Benchmark Financial's portfolio in Q3 2026, its #52 holding.
  • Benchmark Financial first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's iShares Russell 3000 ETF position peaked at $290K in Q2 2026.
  • 546 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.