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Consolidated Portfolio Review Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Consolidated Portfolio Review Corp’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 		$462K Hold
1,083
– – 0.04% 32
2026
Q1 		$401K Hold
1,083
– – 0.04% 33
2025
Q4 		$419K Buy
+1,083
New +$416K 0.04% 33

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

Consolidated Portfolio Review Corp's IWV Position: Q2 2026 in Review

Consolidated Portfolio Review Corp held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,083 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #32.

Consolidated Portfolio Review Corp first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 689 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Consolidated Portfolio Review Corp held 1,083 shares of iShares Russell 3000 ETF worth $462K as of Q2 2026.
  • Consolidated Portfolio Review Corp left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Consolidated Portfolio Review Corp's portfolio in Q2 2026, its #32 holding.
  • Consolidated Portfolio Review Corp first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q2 2026, filed 23 Jul 2026.