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

Bravera 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
Q2 		– Sell
-3,068
Closed -$1.14M – 386
2026
Q1 		$1.14M Buy
+3,068
New +$1.19M 0.51% 38

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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

Bravera Wealth's IWV Position: Q2 2026 in Review

Bravera Wealth sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 3,068 shares — an estimated $1.14M sold.

Bravera Wealth first reported a position in IWV in Q1 2026 and held it in 1 quarter. The position peaked at $1.14M in Q1 2026. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Bravera Wealth reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Bravera Wealth sold 3,068 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.14M.
  • Bravera Wealth first reported a position in iShares Russell 3000 ETF in Q1 2026 and held it in 1 quarter.
  • Bravera Wealth's iShares Russell 3000 ETF position peaked at $1.14M in Q1 2026.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.