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Dynamic Advisor Solutions’s iShares Russell 3000 ETF IWV Stock Holding History

Dynamic Advisor Solutions’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 		$1.16M Sell
2,709
-50
-2% -$20.6K 0.03% 452
2026
Q1 		$1.02M Buy
2,759
+6
+0.2% +$2.32K 0.03% 462
2025
Q4 		$1.07M Sell
2,753
-73
-3% -$28K 0.03% 445
2025
Q3 		$1.07M Buy
2,826
+7
+0.2% +$2.55K 0.03% 449
2025
Q2 		$990K Buy
2,819
+5
+0.2% +$1.62K 0.03% 465
2025
Q1 		$894K Buy
2,814
+4
+0.1% +$1.34K 0.03% 450
2024
Q4 		$939K Sell
2,810
-1,548
-36% -$521K 0.04% 324
2024
Q3 		$1.42M Sell
4,358
-239
-5% -$75.2K 0.04% 372
2024
Q2 		$1.42M Sell
4,597
-15
-0.3% -$4.48K 0.04% 365
2024
Q1 		$1.38M Sell
4,612
-33
-0.7% -$9.41K 0.05% 371
2023
Q4 		$1.25M Buy
4,645
+45
+1% +$11.5K 0.05% 365
2023
Q3 		$1.13M Buy
4,600
+1,481
+47% +$378K 0.05% 328
2023
Q2 		$794K Sell
3,119
-86
-3% -$20.7K 0.04% 392
2023
Q1 		$754K Sell
3,205
-12
-0.4% -$2.77K 0.04% 383
2022
Q4 		$710K Buy
3,217
+10
+0.3% +$2.22K 0.05% 351
2022
Q3 		$664K Buy
3,207
+5
+0.2% +$1.15K 0.05% 328
2022
Q2 		$696K Buy
3,202
+192
+6% +$45.5K 0.05% 318
2022
Q1 		$790K Buy
3,010
+15
+0.5% +$3.88K 0.06% 318
2021
Q4 		$831K Sell
2,995
-22
-0.7% -$5.96K 0.06% 315
2021
Q3 		$769K Buy
+3,017
New +$790K 0.06% 343
2018
Q4 		– Sell
-1,171
Closed -$202K – 431
2018
Q3 		$202K Buy
+1,171
New +$198K 0.04% 374

Other funds holding IWV

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
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
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Dynamic Advisor Solutions's IWV Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell 3000 ETF (IWV) stake by 1.8% in Q2 2026, selling an estimated $20.6K and leaving 2,709 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #452.

Dynamic Advisor Solutions first reported a position in IWV in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.42M in Q3 2024. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Dynamic Advisor Solutions held 2,709 shares of iShares Russell 3000 ETF worth $1.16M as of Q2 2026.
  • Dynamic Advisor Solutions sold 50 iShares Russell 3000 ETF shares in Q2 2026, an estimated $20.6K.
  • iShares Russell 3000 ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #452 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's iShares Russell 3000 ETF position peaked at $1.42M in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.