Detalus Advisors
IWV icon

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

Detalus 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 		$549K Sell
1,271
-5
-0.4% -$2.16K 0.11% 96
2026
Q2 		$544K Sell
1,276
-38
-3% -$15.7K 0.11% 92
2026
Q1 		$487K Hold
1,314
– – 0.11% 99
2025
Q4 		$508K Hold
1,314
– – 0.12% 91
2025
Q3 		$498K Hold
1,314
– – 0.13% 88
2025
Q2 		$461K Hold
1,314
– – 0.13% 94
2025
Q1 		$417K Buy
+1,314
New +$441K 0.13% 93

Other funds holding IWV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Detalus Advisors's IWV Position: Q3 2026 in Review

Detalus Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.39% in Q3 2026, selling an estimated $2.16K and leaving 1,271 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #96.

Detalus Advisors first reported a position in IWV in Q1 2025 and has held it in 7 quarters since. 464 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Detalus Advisors held 1,271 shares of iShares Russell 3000 ETF worth $549K as of Q3 2026.
  • Detalus Advisors sold 5 iShares Russell 3000 ETF shares in Q3 2026, an estimated $2.16K.
  • iShares Russell 3000 ETF made up 0.11% of Detalus Advisors's portfolio in Q3 2026, its #96 holding.
  • Detalus Advisors first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 7 quarters since.
  • 464 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.