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CoreCap Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

CoreCap 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
Q3 		$1.41M Buy
3,271
+45
+1% +$19.4K 0.04% 311
2026
Q2 		$1.38M Buy
3,226
+597
+23% +$246K 0.04% 320
2026
Q1 		$975K Sell
2,629
-358
-12% -$138K 0.03% 370
2025
Q4 		$1.16M Buy
2,987
+355
+13% +$136K 0.04% 342
2025
Q3 		$997K Buy
2,632
+111
+4% +$40.5K 0.04% 371
2025
Q2 		$885K Buy
2,521
+1,079
+75% +$350K 0.04% 375
2025
Q1 		$458K Sell
1,442
-201
-12% -$67.4K 0.02% 491
2024
Q4 		$549K Buy
1,643
+366
+29% +$123K 0.03% 449
2024
Q3 		$417K Buy
+1,277
New +$402K 0.02% 505
2024
Q2 		– Sell
-347
Closed -$104K – 2113
2024
Q1 		$104K Buy
+347
New +$99K 0.01% 826

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

CoreCap Advisors's IWV Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q3 2026, buying an estimated $19.4K and bringing the position to 3,271 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #311.

CoreCap Advisors first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • CoreCap Advisors held 3,271 shares of iShares Russell 3000 ETF worth $1.41M as of Q3 2026.
  • CoreCap Advisors bought 45 iShares Russell 3000 ETF shares in Q3 2026, an estimated $19.4K.
  • iShares Russell 3000 ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #311 holding.
  • CoreCap Advisors first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.