FEG
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Financial Enhancement Group’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Enhancement Group’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 		$217K Hold
493
– – 0.02% 136
2026
Q2 		$210K Buy
+493
New +$203K 0.03% 135
2022
Q4 		– Sell
-393
Closed -$81K – 220
2022
Q3 		$81K Hold
393
– – 0.02% 125
2022
Q2 		$85K Hold
393
– – 0.02% 122
2022
Q1 		$103K Hold
393
– – 0.02% 124
2021
Q4 		$109K Hold
393
– – 0.02% 121
2021
Q3 		$100K Sell
393
-57
-13% -$14.9K 0.02% 121
2021
Q2 		$115K Hold
450
– – 0.02% 104
2021
Q1 		$107K Hold
450
– – 0.02% 107
2020
Q4 		$101K Hold
450
– – 0.02% 114
2020
Q3 		$88K Hold
450
– – 0.02% 108
2020
Q2 		$81K Hold
450
– – 0.02% 114
2020
Q1 		$67K Buy
+450
New +$80.1K 0.02% 119
2018
Q2 		– Sell
-11
Closed -$2K – 266
2018
Q1 		$2K Buy
+11
New +$1.78K ﹤0.01% 228

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Financial Enhancement Group's IWV Position: Q3 2026 in Review

Financial Enhancement Group held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 493 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #136.

Financial Enhancement Group first reported a position in IWV in Q1 2018 and has held it in 14 quarters since. 94 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Financial Enhancement Group held 493 shares of iShares Russell 3000 ETF worth $217K as of Q3 2026.
  • Financial Enhancement Group left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of Financial Enhancement Group's portfolio in Q3 2026, its #136 holding.
  • Financial Enhancement Group first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 14 quarters since.
  • 94 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.