Eclectic Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Eclectic Associates’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	$429K	Sell	993 -10	-1%	-$4.32K	0.05%	105
2026 Q2	$428K	Sell	1,003 -159	-14%	-$65.5K	0.05%	112
2026 Q1	$431K	Buy	1,162 +279	+32%	+$108K	0.06%	107
2025 Q4	$341K	Buy	883 +116	+15%	+$44.5K	0.05%	113
2025 Q3	$291K	Sell	767 -130	-14%	-$47.4K	0.05%	105
2025 Q2	$315K	Sell	897 -68	-7%	-$22.1K	0.07%	101
2025 Q1	$307K	Sell	965 -1,459	-60%	-$489K	0.08%	101
2024 Q4	$810K	Buy	+2,424	New	+$816K	0.24%	72

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Eclectic Associates's IWV Position: Q3 2026 in Review

Eclectic Associates reduced its iShares Russell 3000 ETF (IWV) stake by 1% in Q3 2026, selling an estimated $4.32K and leaving 993 shares worth $429K. The position accounts for 0.05% of the portfolio, ranked #105.

Eclectic Associates first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $810K in Q4 2024. 223 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Eclectic Associates held 993 shares of iShares Russell 3000 ETF worth $429K as of Q3 2026.
Eclectic Associates sold 10 iShares Russell 3000 ETF shares in Q3 2026, an estimated $4.32K.
iShares Russell 3000 ETF made up 0.05% of Eclectic Associates's portfolio in Q3 2026, its #105 holding.
Eclectic Associates first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
Eclectic Associates's iShares Russell 3000 ETF position peaked at $810K in Q4 2024.
223 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.