Empirical Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Empirical Wealth Management’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	$638K	Hold	1,497	–	–	0.01%	571
2026 Q1	$555K	Buy	1,497 +145	+11%	+$56.1K	0.01%	543
2025 Q4	$523K	Hold	1,352	–	–	0.01%	492
2025 Q3	$512K	Hold	1,352	–	–	0.01%	470
2025 Q2	$475K	Hold	1,352	–	–	0.01%	429
2025 Q1	$429K	Sell	1,352 -46	-3%	-$15.4K	0.01%	434
2024 Q4	$467K	Hold	1,398	–	–	0.01%	397
2024 Q3	$457K	Sell	1,398 -65	-4%	-$20.5K	0.01%	386
2024 Q2	$452K	Sell	1,463 -80	-5%	-$23.9K	0.01%	380
2024 Q1	$463K	Buy	1,543 +400	+35%	+$114K	0.01%	357
2023 Q4	$313K	Buy	+1,143	New	+$291K	0.01%	391
2023 Q2	–	Sell	-4,828	Closed	-$1.14M	–	483
2023 Q1	$1.14M	Hold	4,828	–	–	0.05%	198
2022 Q4	$1.07M	Hold	4,828	–	–	0.05%	201
2022 Q3	$1M	Hold	4,828	–	–	0.05%	196
2022 Q2	$1.05M	Hold	4,828	–	–	0.06%	193
2022 Q1	$1.27M	Hold	4,828	–	–	0.06%	182
2021 Q4	$1.34M	Buy	+4,828	New	+$1.31M	0.07%	169

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Empirical Wealth Management's IWV Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,497 shares worth $638K. The position accounts for 0.01% of the portfolio, ranked #571.

Empirical Wealth Management first reported a position in IWV in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.34M in Q4 2021. 698 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Empirical Wealth Management held 1,497 shares of iShares Russell 3000 ETF worth $638K as of Q2 2026.
Empirical Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #571 holding.
Empirical Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 17 quarters since.
Empirical Wealth Management's iShares Russell 3000 ETF position peaked at $1.34M in Q4 2021.
698 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.