EPP
IWV icon

ETF Portfolio Partners’s iShares Russell 3000 ETF IWV Stock Holding History

ETF Portfolio Partners’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 		$1.57M Buy
3,693
+6
+0.2% +$2.47K 0.37% 30
2026
Q1 		$1.37M Sell
3,687
-3
-0.1% -$1.16K 0.36% 30
2025
Q4 		$1.43M Hold
3,690
– – 0.37% 31
2025
Q3 		$1.4M Sell
3,690
-12
-0.3% -$4.38K 0.37% 30
2025
Q2 		$1.3M Buy
3,702
+31
+0.8% +$10.1K 0.36% 31
2025
Q1 		$1.17M Sell
3,671
-6
-0.2% -$2.01K 0.35% 32
2024
Q4 		$1.23M Sell
3,677
-1,362
-27% -$458K 0.37% 26
2024
Q3 		$1.65M Sell
5,039
-238
-5% -$74.9K 0.49% 24
2024
Q2 		$1.63M Buy
5,277
+41
+0.8% +$12.2K 0.51% 23
2024
Q1 		$1.57M Sell
5,236
-30
-0.6% -$8.56K 0.5% 25
2023
Q4 		$1.44M Sell
5,266
-1
-0% -$255 0.48% 23
2023
Q3 		$1.29M Sell
5,267
-273
-5% -$69.8K 0.48% 23
2023
Q2 		$1.41M Sell
5,540
-169
-3% -$40.6K 0.51% 23
2023
Q1 		$1.34M Sell
5,709
-50
-0.9% -$11.5K 0.51% 25
2022
Q4 		$1.27M Buy
5,759
+313
+6% +$69.6K 0.53% 26
2022
Q3 		$1.13M Buy
5,446
+133
+3% +$30.6K 0.5% 25
2022
Q2 		$1.16M Buy
5,313
+112
+2% +$26.5K 0.5% 25
2022
Q1 		$1.36M Buy
5,201
+40
+0.8% +$10.4K 0.51% 21
2021
Q4 		$1.43M Buy
5,161
+145
+3% +$39.3K 0.55% 19
2021
Q3 		$1.28M Sell
5,016
-100
-2% -$26.2K 0.51% 20
2021
Q2 		$1.31M Buy
5,116
+40
+0.8% +$9.97K 0.53% 21
2021
Q1 		$1.2M Sell
5,076
-76
-1% -$17.7K 0.53% 22
2020
Q4 		$1.15M Sell
5,152
-198
-4% -$41.6K 0.53% 23
2020
Q3 		$1.05M Sell
5,350
-449
-8% -$86.9K 0.55% 21
2020
Q2 		$1.04M Buy
5,799
+2
+0% +$339 0.57% 20
2020
Q1 		$860K Sell
5,797
-1,942
-25% -$346K 0.55% 20
2019
Q4 		$1.46M Buy
7,739
+76
+1% +$13.7K 0.77% 18
2019
Q3 		$1.33M Sell
7,663
-189
-2% -$32.8K 0.76% 18
2019
Q2 		$1.35M Sell
7,852
-183
-2% -$31K 0.72% 18
2019
Q1 		$1.34M Sell
8,035
-493
-6% -$79.1K 0.81% 18
2018
Q4 		$1.25M Buy
8,528
+237
+3% +$37.7K 0.84% 18
2018
Q3 		$1.43M Buy
8,291
+54
+0.7% +$9.15K 0.87% 16
2018
Q2 		$1.34M Buy
8,237
+43
+0.5% +$6.91K 0.86% 16
2018
Q1 		$1.28M Buy
8,194
+94
+1% +$15.2K 0.85% 16
2017
Q4 		$1.28M Buy
8,100
+29
+0.4% +$4.47K 0.86% 16
2017
Q3 		$1.21M Sell
8,071
-1,601
-17% -$234K 0.86% 16
2017
Q2 		$1.39M Sell
9,672
-378
-4% -$53.7K 1% 14
2017
Q1 		$1.41M Sell
10,050
-422
-4% -$58.3K 1.04% 14
2016
Q4 		$1.39M Buy
+10,472
New +$1.36M 1.1% 14
2016
Q3 		– Sell
-42,036
Closed -$2.87M – 23
2016
Q2 		$2.87M Buy
42,036
+8,526
+25% +$1.04M 2.52% 12
2016
Q1 		$4.05M Buy
33,510
+3,999
+14% +$457K 3.47% 11
2015
Q4 		$3.55M Buy
29,511
+140
+0.5% +$17K 3.13% 11
2015
Q3 		$3.35M Buy
29,371
+4,297
+17% +$520K 3.14% 11
2015
Q2 		$3.11M Sell
25,074
-1,634
-6% -$206K 2.77% 11
2015
Q1 		$3.31M Sell
26,708
-105
-0.4% -$12.9K 2.95% 12
2014
Q4 		$3.28M Buy
+26,813
New +$3.2M 3.08% 11

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

ETF Portfolio Partners's IWV Position: Q2 2026 in Review

ETF Portfolio Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.16% in Q2 2026, buying an estimated $2.47K and bringing the position to 3,693 shares worth $1.57M. The position accounts for 0.37% of the portfolio, ranked #30.

ETF Portfolio Partners first reported a position in IWV in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.05M in Q1 2016. 354 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • ETF Portfolio Partners held 3,693 shares of iShares Russell 3000 ETF worth $1.57M as of Q2 2026.
  • ETF Portfolio Partners bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Russell 3000 ETF made up 0.37% of ETF Portfolio Partners's portfolio in Q2 2026, its #30 holding.
  • ETF Portfolio Partners first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 46 quarters since.
  • ETF Portfolio Partners's iShares Russell 3000 ETF position peaked at $4.05M in Q1 2016.
  • 354 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.