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Canopy Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Canopy Partners’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 		$291K Hold
682
– – 0.09% 185
2026
Q1 		$253K Hold
682
– – 0.09% 193
2025
Q4 		$264K Hold
682
– – 0.09% 180
2025
Q3 		$258K Hold
682
– – 0.09% 178
2025
Q2 		$239K Hold
682
– – 0.09% 183
2025
Q1 		$217K Hold
682
– – 0.08% 186
2024
Q4 		$228K Hold
682
– – 0.09% 169
2024
Q3 		$223K Hold
682
– – 0.1% 170
2024
Q2 		$211K Hold
682
– – 0.1% 164
2024
Q1 		$205K Buy
+682
New +$195K 0.1% 178

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

Canopy Partners's IWV Position: Q2 2026 in Review

Canopy Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 682 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #185.

Canopy Partners first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Canopy Partners held 682 shares of iShares Russell 3000 ETF worth $291K as of Q2 2026.
  • Canopy Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.09% of Canopy Partners's portfolio in Q2 2026, its #185 holding.
  • Canopy Partners first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.