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

BigSur 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	$8.12M	Sell	18,800 -6,400	-25%	-$2.77M	1.92%	12
2026 Q2	$10.7M	Hold	25,200	–	–	2.59%	7
2026 Q1	$9.34M	Sell	25,200 -6,500	-21%	-$2.51M	2.62%	6
2025 Q4	$12.3M	Hold	31,700	–	–	2.97%	6
2025 Q3	$12M	Hold	31,700	–	–	2.94%	6
2025 Q2	$11.1M	Sell	31,700 -3,300	-9%	-$1.07M	2.81%	6
2025 Q1	$11.1M	Hold	35,000	–	–	3.01%	4
2024 Q4	$11.7M	Hold	35,000	–	–	3.34%	4
2024 Q3	$11.4M	Hold	35,000	–	–	3.15%	5
2024 Q2	$10.8M	Hold	35,000	–	–	3.31%	5
2024 Q1	$10.5M	Sell	35,000 -1,500	-4%	-$428K	3.29%	4
2023 Q4	$9.99M	Sell	36,500 -3,000	-8%	-$765K	4.76%	4
2023 Q3	$9.72M	Hold	39,500	–	–	4.9%	4
2023 Q2	$10.1M	Hold	39,500	–	–	4.8%	4
2023 Q1	$9.3M	Hold	39,500	–	–	4.36%	4
2022 Q4	$8.72M	Hold	39,500	–	–	4.2%	4
2022 Q3	$8.18M	Hold	39,500	–	–	4.14%	3
2022 Q2	$8.59M	Hold	39,500	–	–	4.05%	3
2022 Q1	$10.4M	Hold	39,500	–	–	4.04%	3
2021 Q4	$11M	Hold	39,500	–	–	4.29%	3
2021 Q3	$10.1M	Hold	39,500	–	–	4.52%	3
2021 Q2	$10.1M	Hold	39,500	–	–	4.56%	3
2021 Q1	$9.37M	Buy	39,500 +1,000	+3%	+$232K	4.81%	3
2020 Q4	$8.61M	Hold	38,500	–	–	4.86%	4
2020 Q3	$7.54M	Hold	38,500	–	–	4.8%	4
2020 Q2	$6.93M	Sell	38,500 -3,000	-7%	-$508K	4.96%	4
2020 Q1	$6.16M	Buy	41,500 +14,500	+54%	+$2.58M	4.61%	4
2019 Q4	$5.09M	Hold	27,000	–	–	2.88%	5
2019 Q3	$4.69M	Hold	27,000	–	–	3.16%	4
2019 Q2	$4.69M	Hold	27,000	–	–	3.27%	4
2019 Q1	$4.5M	Buy	+27,000	New	+$4.33M	2.95%	4

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

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

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 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

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

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

BigSur Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 25% in Q3 2026, selling an estimated $2.77M and leaving 18,800 shares worth $8.12M. The position accounts for 1.92% of the portfolio, ranked #12.

BigSur Wealth Management first reported a position in IWV in Q1 2019 and has held it in 31 quarters since. The position peaked at $12.3M in Q4 2025. 77 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

BigSur Wealth Management held 18,800 shares of iShares Russell 3000 ETF worth $8.12M as of Q3 2026.
BigSur Wealth Management sold 6,400 iShares Russell 3000 ETF shares in Q3 2026, an estimated $2.77M.
iShares Russell 3000 ETF made up 1.92% of BigSur Wealth Management's portfolio in Q3 2026, its #12 holding.
BigSur Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 31 quarters since.
BigSur Wealth Management's iShares Russell 3000 ETF position peaked at $12.3M in Q4 2025.
77 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

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