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FAI Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

FAI Advisors’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 		$329K Hold
762
– – 0.13% 112
2026
Q2 		$325K Sell
762
-97
-11% -$40K 0.13% 123
2026
Q1 		$318K Hold
859
– – 0.14% 116
2025
Q4 		$332K Buy
859
+97
+13% +$37.2K 0.15% 117
2025
Q3 		$289K Hold
762
– – 0.13% 130
2025
Q2 		$267K Hold
762
– – 0.13% 130
2025
Q1 		$242K Hold
762
– – 0.13% 127
2024
Q4 		$255K Buy
+762
New +$257K 0.11% 137

Other funds holding IWV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Finley Financial
Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

FAI Advisors's IWV Position: Q3 2026 in Review

FAI Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 762 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #112.

FAI Advisors first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. The position peaked at $332K in Q4 2025. 346 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • FAI Advisors held 762 shares of iShares Russell 3000 ETF worth $329K as of Q3 2026.
  • FAI Advisors left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.13% of FAI Advisors's portfolio in Q3 2026, its #112 holding.
  • FAI Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's iShares Russell 3000 ETF position peaked at $332K in Q4 2025.
  • 346 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.