Diversify Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$326K Buy
+774
New +$319K 0.01% 1014
2026
Q1
Sell
-520
Closed -$205K 559
2025
Q4
$205K Sell
520
-46
-8% -$17.7K 0.01% 877
2025
Q3
$219K Sell
566
-10
-2% -$3.65K 0.01% 817
2025
Q2
$210K Buy
+576
New +$187K 0.01% 778

Other funds holding IWV

Diversify Advisory Services's IWV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 774 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #1014 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWV as recently as Q4 2025.

Diversify Advisory Services first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Diversify Advisory Services held 774 shares of iShares Russell 3000 ETF worth $326K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1014 holding.
  • Diversify Advisory Services first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.