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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
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

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return