FWCM
IWV icon

Ferguson Wellman Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Ferguson Wellman Capital 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 		$513K Hold
1,203
– – 0.01% 301
2026
Q1 		$446K Hold
1,203
– – 0.01% 302
2025
Q4 		$465K Sell
1,203
-217
-15% -$83.3K 0.01% 258
2025
Q3 		$538K Sell
1,420
-140
-9% -$51K 0.01% 245
2025
Q2 		$548K Hold
1,560
– – 0.01% 230
2025
Q1 		$496K Hold
1,560
– – 0.01% 243
2024
Q4 		$521K Hold
1,560
– – 0.01% 241
2024
Q3 		$510K Hold
1,560
– – 0.01% 249
2024
Q2 		$482K Hold
1,560
– – 0.01% 246
2024
Q1 		$468K Hold
1,560
– – 0.01% 266
2023
Q4 		$427K Hold
1,560
– – 0.01% 272
2023
Q3 		$382K Buy
1,560
+215
+16% +$54.9K 0.01% 265
2023
Q2 		$342K Sell
1,345
-5
-0.4% -$1.2K 0.01% 287
2023
Q1 		$318K Hold
1,350
– – 0.01% 292
2022
Q4 		$298K Buy
1,350
+2
+0.1% +$444 0.01% 296
2022
Q3 		$279K Hold
1,348
– – 0.01% 268
2022
Q2 		$293K Sell
1,348
-99
-7% -$23.4K 0.01% 273
2022
Q1 		$380K Buy
1,447
+2
+0.1% +$518 0.01% 266
2021
Q4 		$401K Sell
1,445
-25
-2% -$6.77K 0.01% 262
2021
Q3 		$375K Buy
1,470
+4
+0.3% +$1.05K 0.01% 273
2021
Q2 		$375K Hold
1,466
– – 0.01% 270
2021
Q1 		$348K Buy
1,466
+6
+0.4% +$1.39K 0.01% 269
2020
Q4 		$326K Sell
1,460
-36
-2% -$7.56K 0.01% 313
2020
Q3 		$293K Sell
1,496
-20
-1% -$3.87K 0.01% 305
2020
Q2 		$273K Sell
1,516
-30
-2% -$5.08K 0.01% 298
2020
Q1 		$229K Sell
1,546
-88
-5% -$15.7K 0.01% 289
2019
Q4 		$308K Buy
1,634
+3
+0.2% +$541 0.01% 304
2019
Q3 		$283K Hold
1,631
– – 0.01% 304
2019
Q2 		$281K Hold
1,631
– – 0.01% 295
2019
Q1 		$272K Buy
1,631
+15
+0.9% +$2.41K 0.01% 308
2018
Q4 		$237K Sell
1,616
-17
-1% -$2.7K 0.01% 306
2018
Q3 		$281K Hold
1,633
– – 0.01% 287
2018
Q2 		$265K Sell
1,633
-3
-0.2% -$482 0.01% 296
2018
Q1 		$256K Sell
1,636
-132
-7% -$21.3K 0.01% 304
2017
Q4 		$280K Hold
1,768
– – 0.01% 304
2017
Q3 		$264K Buy
1,768
+15
+0.9% +$2.19K 0.01% 293
2017
Q2 		$252K Hold
1,753
– – 0.01% 299
2017
Q1 		$245K Hold
1,753
– – 0.01% 300
2016
Q4 		$233K Sell
1,753
-55
-3% -$7.13K 0.01% 307
2016
Q3 		$232K Hold
1,808
– – 0.01% 288
2016
Q2 		$224K Sell
1,808
-100
-5% -$12.2K 0.01% 296
2016
Q1 		$231K Hold
1,908
– – 0.01% 284
2015
Q4 		$230K Sell
1,908
-145
-7% -$17.6K 0.01% 297
2015
Q3 		$234K Hold
2,053
– – 0.01% 289
2015
Q2 		$255K Hold
2,053
– – 0.01% 296
2015
Q1 		$254K Sell
2,053
-81
-4% -$9.98K 0.01% 294
2014
Q4 		$261K Buy
2,134
+98
+5% +$11.7K 0.01% 298
2014
Q3 		$238K Hold
2,036
– – 0.01% 296
2014
Q2 		$240K Buy
2,036
+135
+7% +$15.4K 0.01% 301
2014
Q1 		$214K Hold
1,901
– – 0.01% 299
2013
Q4 		$210K Buy
+1,901
New +$202K 0.01% 302

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

Ferguson Wellman Capital Management's IWV Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,203 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #301.

Ferguson Wellman Capital Management first reported a position in IWV in Q4 2013 and has held it in 51 quarters since. The position peaked at $548K in Q2 2025. 312 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Ferguson Wellman Capital Management held 1,203 shares of iShares Russell 3000 ETF worth $513K as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #301 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 51 quarters since.
  • Ferguson Wellman Capital Management's iShares Russell 3000 ETF position peaked at $548K in Q2 2025.
  • 312 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.