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Conservest Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Conservest Capital Advisors’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 		$13.3M Buy
31,236
+32
+0.1% +$13.2K 1.06% 20
2026
Q1 		$11.6M Sell
31,204
-3,303
-10% -$1.28M 1.05% 21
2025
Q4 		$13.3M Sell
34,507
-2,574
-7% -$988K 1.2% 18
2025
Q3 		$14.1M Buy
37,081
+65
+0.2% +$23.7K 1.3% 16
2025
Q2 		$13M Buy
37,016
+10
+0% +$3.25K 1.28% 17
2025
Q1 		$11.8M Sell
37,006
-34
-0.1% -$11.4K 1.23% 17
2024
Q4 		$12.4M Buy
37,040
+249
+0.7% +$83.8K 1.28% 16
2024
Q3 		$11M Hold
36,791
– – 1.13% 17
2024
Q2 		$11M Hold
36,791
– – 1.19% 17
2024
Q1 		$11M Buy
36,791
+47
+0.1% +$13.4K 1.13% 17
2023
Q4 		$10.1M Sell
36,744
-3,500
-9% -$892K 1.07% 17
2023
Q3 		$9.86M Sell
40,244
-110
-0.3% -$28.1K 1.19% 16
2023
Q2 		$10.3M Buy
40,354
+85
+0.2% +$20.4K 1.19% 16
2023
Q1 		$9.48M Buy
40,269
+100
+0.2% +$23.1K 1.13% 16
2022
Q4 		$8.86M Buy
+40,169
New +$8.93M 1.13% 16
2022
Q3 		– Sell
-39,935
Closed -$9.19M – 17
2022
Q2 		$8.68M Sell
39,935
-1,139
-3% -$270K 1.08% 18
2022
Q1 		$10.8M Buy
41,074
+1,545
+4% +$400K 1.19% 18
2021
Q4 		$11M Sell
39,529
-858
-2% -$232K 1.18% 18
2021
Q3 		$10.3M Sell
40,387
-241
-0.6% -$63.1K 1.16% 18
2021
Q2 		$10.4M Buy
40,628
+1,038
+3% +$259K 1.17% 18
2021
Q1 		$9.39M Sell
39,590
-259
-0.6% -$60.2K 1.08% 19
2020
Q4 		$8.91M Sell
39,849
-1,389
-3% -$292K 1.07% 19
2020
Q3 		$8.07M Sell
41,238
-424
-1% -$82K 1.09% 20
2020
Q2 		$7.5M Sell
41,662
-637
-2% -$108K 1.07% 19
2020
Q1 		$6.27M Sell
42,299
-96
-0.2% -$17.1K 1.04% 19
2019
Q4 		$7.99M Sell
42,395
-507
-1% -$91.4K 1.04% 23
2019
Q3 		$7.46M Buy
42,902
+1,520
+4% +$264K 1.08% 24
2019
Q2 		$7.13M Sell
41,382
-1,604
-4% -$272K 1.05% 22
2019
Q1 		$7.17M Buy
42,986
+70
+0.2% +$11.2K 1.07% 22
2018
Q4 		$6.3M Sell
42,916
-241
-0.6% -$38.3K 1.04% 23
2018
Q3 		$7.44M Sell
43,157
-603
-1% -$102K 1.09% 23
2018
Q2 		$7.1M Sell
43,760
-5,697
-12% -$916K 1.1% 23
2018
Q1 		$7.73M Buy
49,457
+111
+0.2% +$17.9K 1.68% 14
2017
Q4 		$7.8M Sell
49,346
-518
-1% -$79.9K 1.55% 14
2017
Q3 		$7.44M Buy
49,864
+176
+0.4% +$25.7K 1.18% 21
2017
Q2 		$7.16M Hold
49,688
– – 1.52% 14
2017
Q1 		$6.95M Buy
+49,688
New +$6.86M 1.47% 14

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Conservest Capital Advisors's IWV Position: Q2 2026 in Review

Conservest Capital Advisors increased its iShares Russell 3000 ETF (IWV) stake by 0.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 31,236 shares worth $13.3M. The position accounts for 1.06% of the portfolio, ranked #20.

Conservest Capital Advisors first reported a position in IWV in Q1 2017 and has held it in 37 quarters since. The position peaked at $14.1M in Q3 2025. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Conservest Capital Advisors held 31,236 shares of iShares Russell 3000 ETF worth $13.3M as of Q2 2026.
  • Conservest Capital Advisors bought 32 iShares Russell 3000 ETF shares in Q2 2026, an estimated $13.2K.
  • iShares Russell 3000 ETF made up 1.06% of Conservest Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Conservest Capital Advisors first reported a position in iShares Russell 3000 ETF in Q1 2017 and has held it in 37 quarters since.
  • Conservest Capital Advisors's iShares Russell 3000 ETF position peaked at $14.1M in Q3 2025.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.