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Cookson Peirce & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Cookson Peirce & Co’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 		$391K Buy
917
+129
+16% +$53.1K 0.01% 275
2026
Q1 		$292K Sell
788
-745
-49% -$288K 0.01% 281
2025
Q4 		$593K Buy
+1,533
New +$588K 0.02% 228
2025
Q1 		– Sell
-803
Closed -$268K – 292
2024
Q4 		$268K Buy
+803
New +$270K 0.01% 240

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

Cookson Peirce & Co's IWV Position: Q2 2026 in Review

Cookson Peirce & Co increased its iShares Russell 3000 ETF (IWV) stake by 16% in Q2 2026, buying an estimated $53.1K and bringing the position to 917 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #275.

Cookson Peirce & Co first reported a position in IWV in Q4 2024 and has held it in 4 quarters since. The position peaked at $593K in Q4 2025. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Cookson Peirce & Co held 917 shares of iShares Russell 3000 ETF worth $391K as of Q2 2026.
  • Cookson Peirce & Co bought 129 iShares Russell 3000 ETF shares in Q2 2026, an estimated $53.1K.
  • iShares Russell 3000 ETF made up 0.01% of Cookson Peirce & Co's portfolio in Q2 2026, its #275 holding.
  • Cookson Peirce & Co first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 4 quarters since.
  • Cookson Peirce & Co's iShares Russell 3000 ETF position peaked at $593K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.