Climber Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Climber Capital’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	$737K	Hold	1,800	–	–	0.45%	43
2026 Q2	$766K	Hold	1,800	–	–	0.47%	39
2026 Q1	$667K	Hold	1,800	–	–	0.44%	45
2025 Q4	$695K	Buy	+1,800	New	+$691K	0.45%	37
2025 Q2	$641K	Hold	1,835	–	–	0.41%	41
2025 Q1	$493K	Sell	1,835 -180	-9%	-$60.4K	0.39%	40
2024 Q4	$673K	Buy	+2,015	New	+$678K	0.55%	31

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 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

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Climber Capital's IWV Position: Q3 2026 in Review

Climber Capital held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 1,800 shares worth $737K. The position accounts for 0.45% of the portfolio, ranked #43.

Climber Capital first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $766K in Q2 2026. 375 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Climber Capital held 1,800 shares of iShares Russell 3000 ETF worth $737K as of Q3 2026.
Climber Capital left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.45% of Climber Capital's portfolio in Q3 2026, its #43 holding.
Climber Capital first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares Russell 3000 ETF position peaked at $766K in Q2 2026.
375 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.