Firestone Capital Management
IWV icon

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

Firestone 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
Q3 		$1.59M Sell
3,675
-57
-2% -$24.6K 0.3% 57
2026
Q2 		$1.59M Buy
3,732
+3
+0.1% +$1.24K 0.3% 53
2026
Q1 		$1.38M Buy
3,729
+3
+0.1% +$1.16K 0.29% 55
2025
Q4 		$1.44M Sell
3,726
-2
-0.1% -$768 0.31% 51
2025
Q3 		$1.41M Buy
3,728
+3
+0.1% +$1.09K 0.31% 49
2025
Q2 		$1.31M Buy
3,725
+151
+4% +$49K 0.31% 48
2025
Q1 		$1.14M Buy
3,574
+3
+0.1% +$1.01K 0.3% 48
2024
Q4 		$1.19M Buy
3,571
+4
+0.1% +$1.35K 0.3% 52
2024
Q3 		$1.17M Buy
3,567
+4
+0.1% +$1.26K 0.29% 49
2024
Q2 		$1.1M Buy
3,563
+3
+0.1% +$895 0.3% 49
2024
Q1 		$1.07M Buy
3,560
+3
+0.1% +$856 0.3% 49
2023
Q4 		$974K Buy
3,557
+10
+0.3% +$2.55K 0.3% 49
2023
Q3 		$869K Hold
3,547
– – 0.3% 51
2023
Q2 		$921K Sell
3,547
-27
-0.8% -$6.49K 0.3% 51
2023
Q1 		$841K Buy
3,574
+8
+0.2% +$1.85K 0.3% 45
2022
Q4 		$787K Buy
3,566
+12
+0.3% +$2.67K 0.29% 49
2022
Q3 		$736K Hold
3,554
– – 0.3% 54
2022
Q2 		$773K Sell
3,554
-1,416
-28% -$335K 0.3% 52
2022
Q1 		$1.3M Buy
4,970
+7
+0.1% +$1.81K 0.43% 46
2021
Q4 		$1.38M Sell
4,963
-656
-12% -$178K 0.43% 45
2021
Q3 		$1.44M Hold
5,619
– – 0.48% 38
2021
Q2 		$1.44M Sell
5,619
-12
-0.2% -$2.99K 0.52% 38
2021
Q1 		$1.34M Sell
5,631
-450
-7% -$105K 0.47% 39
2020
Q4 		$1.36M Sell
6,081
-1
-0% -$210 0.52% 35
2020
Q3 		$1.19M Buy
6,082
+10
+0.2% +$1.94K 0.53% 34
2020
Q2 		$1.09M Sell
6,072
-498
-8% -$84.4K 0.51% 35
2020
Q1 		$975K Buy
6,570
+1,595
+32% +$284K 0.51% 37
2019
Q4 		$938K Buy
+4,975
New +$897K 0.4% 43

Other funds holding IWV

SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Firestone Capital Management's IWV Position: Q3 2026 in Review

Firestone Capital Management reduced its iShares Russell 3000 ETF (IWV) stake by 1.5% in Q3 2026, selling an estimated $24.6K and leaving 3,675 shares worth $1.59M. The position accounts for 0.3% of the portfolio, ranked #57.

Firestone Capital Management first reported a position in IWV in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.59M in Q2 2026. 695 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Firestone Capital Management held 3,675 shares of iShares Russell 3000 ETF worth $1.59M as of Q3 2026.
  • Firestone Capital Management sold 57 iShares Russell 3000 ETF shares in Q3 2026, an estimated $24.6K.
  • iShares Russell 3000 ETF made up 0.3% of Firestone Capital Management's portfolio in Q3 2026, its #57 holding.
  • Firestone Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 28 quarters since.
  • Firestone Capital Management's iShares Russell 3000 ETF position peaked at $1.59M in Q2 2026.
  • 695 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Firestone Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.