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Farther Finance Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Farther Finance 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 		$1.07M Buy
2,487
+341
+16% +$147K 0.01% 1085
2026
Q2 		$915K Sell
2,146
-1,354
-39% -$558K 0.01% 1159
2026
Q1 		$1.31M Buy
3,500
+110
+3% +$42.6K 0.01% 835
2025
Q4 		$1.31M Buy
3,390
+492
+17% +$189K 0.01% 762
2025
Q3 		$1.1M Buy
2,898
+1,662
+134% +$606K 0.02% 680
2025
Q2 		$434K Sell
1,236
-1
-0.1% -$325 0.01% 979
2025
Q1 		$394K Sell
1,237
-3,757
-75% -$1.26M 0.01% 898
2024
Q4 		$1.67M Buy
4,994
+4,793
+2,385% +$1.61M 0.06% 252
2024
Q3 		$65.7K Hold
201
– – ﹤0.01% 1508
2024
Q2 		$62.2K Sell
201
-1,300
-87% -$388K ﹤0.01% 1326
2024
Q1 		$449K Hold
1,501
– – 0.03% 426
2023
Q4 		$411K Hold
1,501
– – 0.03% 391
2023
Q3 		$368K Buy
1,501
+52
+4% +$13.3K 0.06% 258
2023
Q2 		$369K Hold
1,449
– – 0.08% 209
2023
Q1 		$341K Hold
1,449
– – 0.1% 184
2022
Q4 		$320K Buy
+1,449
New +$322K 0.12% 164

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Farther Finance Advisors's IWV Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell 3000 ETF (IWV) stake by 16% in Q3 2026, buying an estimated $147K and bringing the position to 2,487 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1085.

Farther Finance Advisors first reported a position in IWV in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.67M in Q4 2024. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Farther Finance Advisors held 2,487 shares of iShares Russell 3000 ETF worth $1.07M as of Q3 2026.
  • Farther Finance Advisors bought 341 iShares Russell 3000 ETF shares in Q3 2026, an estimated $147K.
  • iShares Russell 3000 ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1085 holding.
  • Farther Finance Advisors first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares Russell 3000 ETF position peaked at $1.67M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.