BostonPremier Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

BostonPremier Wealth’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	$387K	Buy	895 +111	+14%	+$48K	0.16%	50
2026 Q2	$334K	Buy	784 +146	+23%	+$60.2K	0.14%	52
2026 Q1	$236K	Buy	638 +2	+0.3%	+$774	0.12%	62
2025 Q4	$246K	Buy	636 +1	+0.2%	+$384	0.13%	57
2025 Q3	$240K	Sell	635 -1,247	-66%	-$455K	0.12%	64
2025 Q2	$660K	Buy	1,882 +5	+0.3%	+$1.62K	0.37%	24
2025 Q1	$596K	Buy	1,877 +5	+0.3%	+$1.68K	0.37%	22
2024 Q4	$626K	Buy	+1,872	New	+$630K	0.38%	25

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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BostonPremier Wealth's IWV Position: Q3 2026 in Review

BostonPremier Wealth increased its iShares Russell 3000 ETF (IWV) stake by 14% in Q3 2026, buying an estimated $48K and bringing the position to 895 shares worth $387K. The position accounts for 0.16% of the portfolio, ranked #50.

BostonPremier Wealth first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $660K in Q2 2025. 278 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

BostonPremier Wealth held 895 shares of iShares Russell 3000 ETF worth $387K as of Q3 2026.
BostonPremier Wealth bought 111 iShares Russell 3000 ETF shares in Q3 2026, an estimated $48K.
iShares Russell 3000 ETF made up 0.16% of BostonPremier Wealth's portfolio in Q3 2026, its #50 holding.
BostonPremier Wealth first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's iShares Russell 3000 ETF position peaked at $660K in Q2 2025.
278 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.