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Finley Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Finley Financial’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 		$29.6M Sell
69,374
-1,373
-2% -$566K 11.91% 1
2026
Q1 		$26.2M Sell
70,747
-1,091
-2% -$422K 12.28% 1
2025
Q4 		$27.8M Sell
71,838
-532
-0.7% -$204K 12.73% 1
2025
Q3 		$27.4M Buy
72,370
+1,929
+3% +$703K 12.69% 1
2025
Q2 		$24.7M Sell
70,441
-283
-0.4% -$91.9K 12.43% 1
2025
Q1 		$22.3M Sell
70,724
-148
-0.2% -$49.6K 12.42% 1
2024
Q4 		$24M Buy
+70,872
New +$23.9M 12.5% 1

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Finley Financial's IWV Position: Q2 2026 in Review

Finley Financial reduced its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q2 2026, selling an estimated $566K and leaving 69,374 shares worth $29.6M. The position accounts for 11.91% of the portfolio, ranked #1.

Finley Financial first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Finley Financial held 69,374 shares of iShares Russell 3000 ETF worth $29.6M as of Q2 2026.
  • Finley Financial sold 1,373 iShares Russell 3000 ETF shares in Q2 2026, an estimated $566K.
  • iShares Russell 3000 ETF made up 11.91% of Finley Financial's portfolio in Q2 2026, its #1 holding.
  • Finley Financial first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.