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Brookstone Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Brookstone Capital 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
Q2 		$9.66M Buy
22,665
+116
+0.5% +$47.8K 0.1% 221
2026
Q1 		$8.36M Sell
22,549
-25,370
-53% -$9.81M 0.1% 239
2025
Q4 		$18.5M Sell
47,919
-7,369
-13% -$2.83M 0.21% 116
2025
Q3 		$21M Buy
55,288
+2,133
+4% +$778K 0.25% 101
2025
Q2 		$18.7M Sell
53,155
-4,798
-8% -$1.56M 0.24% 96
2025
Q1 		$18.4M Sell
57,953
-5,150
-8% -$1.73M 0.26% 95
2024
Q4 		$21.1M Buy
63,103
+3,166
+5% +$1.07M 0.31% 78
2024
Q3 		$19.6M Buy
59,937
+1,551
+3% +$488K 0.29% 80
2024
Q2 		$18.5M Sell
58,386
-24,030
-29% -$7.17M 0.31% 76
2024
Q1 		$24.7M Buy
82,416
+3,906
+5% +$1.11M 0.44% 53
2023
Q4 		$21.5M Sell
78,510
-18,094
-19% -$4.61M 0.42% 58
2023
Q3 		$23.5M Buy
96,604
+29,944
+45% +$7.65M 0.52% 45
2023
Q2 		$16.8M Buy
66,660
+33,690
+102% +$8.1M 0.34% 80
2023
Q1 		$7.83M Buy
32,970
+26,502
+410% +$6.12M 0.15% 148
2022
Q4 		$1.45M Sell
6,468
-8,066
-55% -$1.79M 0.03% 360
2022
Q3 		$3.01M Buy
14,534
+8,768
+152% +$2.02M 0.07% 224
2022
Q2 		$1.3M Sell
5,766
-9,191
-61% -$2.18M 0.03% 356
2022
Q1 		$3.81M Sell
14,957
-10,416
-41% -$2.7M 0.07% 220
2021
Q4 		$6.89M Buy
25,373
+6,465
+34% +$1.75M 0.12% 149
2021
Q3 		$4.9M Buy
18,908
+11,933
+171% +$3.12M 0.09% 183
2021
Q2 		$1.8M Buy
6,975
+3,901
+127% +$972K 0.03% 273
2021
Q1 		$729K Buy
+3,074
New +$714K 0.03% 291
2015
Q3 		– Sell
-35
Closed -$4K – 2047
2015
Q2 		$4K Buy
+35
New +$4.41K ﹤0.01% 1620

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookstone Capital Management's IWV Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Russell 3000 ETF (IWV) stake by 0.51% in Q2 2026, buying an estimated $47.8K and bringing the position to 22,665 shares worth $9.66M. The position accounts for 0.1% of the portfolio, ranked #221.

Brookstone Capital Management first reported a position in IWV in Q2 2015 and has held it in 23 quarters since. The position peaked at $24.7M in Q1 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Brookstone Capital Management held 22,665 shares of iShares Russell 3000 ETF worth $9.66M as of Q2 2026.
  • Brookstone Capital Management bought 116 iShares Russell 3000 ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Russell 3000 ETF made up 0.1% of Brookstone Capital Management's portfolio in Q2 2026, its #221 holding.
  • Brookstone Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 23 quarters since.
  • Brookstone Capital Management's iShares Russell 3000 ETF position peaked at $24.7M in Q1 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.