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Capital Investment Counsel (Colorado)’s iShares Russell 3000 ETF IWV Stock Holding History

Capital Investment Counsel (Colorado)’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 		$325K Hold
761
– – 0.04% 130
2026
Q1 		$282K Sell
761
-78
-9% -$30.2K 0.04% 132
2025
Q4 		$325K Buy
+839
New +$322K 0.05% 119

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Capital Investment Counsel (Colorado)'s IWV Position: Q2 2026 in Review

Capital Investment Counsel (Colorado) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 761 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #130.

Capital Investment Counsel (Colorado) first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $325K in Q4 2025. 636 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Capital Investment Counsel (Colorado) held 761 shares of iShares Russell 3000 ETF worth $325K as of Q2 2026.
  • Capital Investment Counsel (Colorado) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Capital Investment Counsel (Colorado)'s portfolio in Q2 2026, its #130 holding.
  • Capital Investment Counsel (Colorado) first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Counsel (Colorado)'s iShares Russell 3000 ETF position peaked at $325K in Q4 2025.
  • 636 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Capital Investment Counsel (Colorado)'s 13F filing for Q2 2026, filed 15 Jul 2026.