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BFSG LLC’s iShares Russell 3000 ETF IWV Stock Holding History

BFSG LLC’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 		$2.13K Hold
5
– – ﹤0.01% 692
2026
Q1 		$1.85K Hold
5
– – ﹤0.01% 676
2025
Q4 		$1.94K Sell
5
-4
-44% -$1.53K ﹤0.01% 650
2025
Q3 		$3.41K Hold
9
– – ﹤0.01% 615
2025
Q2 		$3.16K Hold
9
– – ﹤0.01% 589
2025
Q1 		$2.86K Hold
9
– – ﹤0.01% 585
2024
Q4 		$3.01K Hold
9
– – ﹤0.01% 587
2024
Q3 		$2.94K Hold
9
– – ﹤0.01% 571
2024
Q2 		$2.78K Sell
9
-31
-78% -$9.25K ﹤0.01% 561
2024
Q1 		$12K Hold
40
– – ﹤0.01% 481
2023
Q4 		$10.9K Buy
+40
New +$10.2K ﹤0.01% 451

Other funds holding IWV

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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

BFSG LLC's IWV Position: Q2 2026 in Review

BFSG LLC held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 5 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

BFSG LLC first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12K in Q1 2024. 161 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • BFSG LLC held 5 shares of iShares Russell 3000 ETF worth $2.13K as of Q2 2026.
  • BFSG LLC left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #692 holding.
  • BFSG LLC first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's iShares Russell 3000 ETF position peaked at $12K in Q1 2024.
  • 161 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.