First Heartland Consultants’s iShares Russell 3000 ETF IWV Stock Holding History

First Heartland Consultants’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	$4.57M	Sell	10,724 -19	-0.2%	-$7.83K	0.3%	82
2026 Q1	$3.98M	Sell	10,743 -130	-1%	-$50.3K	0.31%	77
2025 Q4	$4.21M	Sell	10,873 -11	-0.1%	-$4.22K	0.32%	72
2025 Q3	$4.12M	Sell	10,884 -37	-0.3%	-$13.5K	0.33%	73
2025 Q2	$3.83M	Sell	10,921 -15,299	-58%	-$4.97M	0.34%	70
2025 Q1	$8.33M	Sell	26,220 -1,335	-5%	-$448K	0.86%	32
2024 Q4	$9.21M	Sell	27,555 -18,119	-40%	-$6.1M	0.94%	26
2024 Q3	$14.9M	Buy	45,674 +32,360	+243%	+$10.2M	1.6%	16
2024 Q2	$4.11M	Sell	13,314 -501	-4%	-$150K	0.29%	64
2024 Q1	$4.14M	Sell	13,815 -23,627	-63%	-$6.74M	0.43%	65
2023 Q4	$10.2M	Sell	37,442 -10,799	-22%	-$2.75M	1.24%	19
2023 Q3	$11.8M	Buy	48,241 +36,962	+328%	+$9.44M	1.49%	16
2023 Q2	$2.87M	Buy	11,279 +1,179	+12%	+$284K	0.37%	65
2023 Q1	$2.38M	Sell	10,100 -147	-1%	-$33.9K	0.36%	69
2022 Q4	$2.26M	Sell	10,247 -539	-5%	-$120K	0.36%	71
2022 Q3	$2.23M	Sell	10,786 -18,017	-63%	-$4.14M	0.19%	73
2022 Q2	$6.26M	Buy	28,803 +17,773	+161%	+$4.21M	0.98%	22
2022 Q1	$2.89M	Sell	11,030 -75	-0.7%	-$19.4K	0.45%	45
2021 Q4	$3.08M	Buy	11,105 +146	+1%	+$39.5K	0.12%	55
2021 Q3	$2.79M	Buy	10,959 +491	+5%	+$129K	0.42%	61
2021 Q2	$2.68M	Sell	10,468 -254	-2%	-$63.3K	0.41%	63
2021 Q1	$2.54M	Buy	10,722 +684	+7%	+$159K	0.4%	66
2020 Q4	$2.24M	Buy	10,038 +1,511	+18%	+$317K	0.37%	62
2020 Q3	$1.67M	Buy	8,527 +238	+3%	+$46.1K	0.32%	69
2020 Q2	$1.49M	Buy	8,289 +147	+2%	+$24.9K	0.29%	77
2020 Q1	$1.21M	Sell	8,142 -485	-6%	-$86.3K	0.31%	76
2019 Q4	$1.63M	Buy	8,627 +565	+7%	+$102K	0.32%	80
2019 Q3	$1.4M	Buy	8,062 +359	+5%	+$62.3K	0.3%	85
2019 Q2	$1.33M	Buy	7,703 +902	+13%	+$153K	0.32%	80
2019 Q1	$1.13M	Buy	6,801 +196	+3%	+$31.5K	0.32%	75
2018 Q4	$970K	Buy	6,605 +1,028	+18%	+$163K	0.36%	73
2018 Q3	$961K	Sell	5,577 -91	-2%	-$15.4K	0.3%	78
2018 Q2	$920K	Buy	5,668 +531	+10%	+$85.3K	0.32%	79
2018 Q1	$803K	Sell	5,137 -113	-2%	-$18.3K	0.24%	104
2017 Q4	$830K	Buy	5,250 +306	+6%	+$47.2K	0.25%	104
2017 Q3	$738K	Buy	4,944 +175	+4%	+$25.6K	0.18%	157
2017 Q2	$687K	Sell	4,769 -670	-12%	-$95.2K	0.18%	157
2017 Q1	$761K	Sell	5,439 -1,726	-24%	-$238K	0.21%	135
2016 Q4	$953K	Buy	7,165 +320	+5%	+$41.5K	0.29%	96
2016 Q3	$878K	Buy	6,845 +404	+6%	+$51.6K	0.25%	107
2016 Q2	$799K	Buy	6,441 +265	+4%	+$32.4K	0.09%	103
2016 Q1	$746K	Sell	6,176 -631	-9%	-$72.2K	0.28%	92
2015 Q4	$819K	Sell	6,807 -92	-1%	-$11.2K	0.31%	86
2015 Q3	$786K	Sell	6,899 -1,096	-14%	-$133K	0.33%	82
2015 Q2	$991K	Sell	7,995 -332	-4%	-$41.8K	0.27%	69
2015 Q1	$1.03M	Buy	8,327 +621	+8%	+$76.5K	0.39%	67
2014 Q4	$942K	Sell	7,706 -6,637	-46%	-$792K	0.39%	71
2014 Q3	$1.68M	Sell	14,343 -2,171	-13%	-$256K	0.74%	31
2014 Q2	$1.94M	Sell	16,514 -706	-4%	-$80.3K	0.88%	25
2014 Q1	$1.93M	Sell	17,220 -21,680	-56%	-$2.39M	0.95%	22
2013 Q4	$4.3M	Buy	38,900 +21,363	+122%	+$2.27M	2.42%	4
2013 Q3	$1.79M	Sell	17,537 -8,120	-32%	-$814K	1.08%	19
2013 Q2	$2.47M	Buy	+25,657	New	+$2.46M	1.44%	14

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Heartland Consultants's IWV Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Russell 3000 ETF (IWV) stake by 0.18% in Q2 2026, selling an estimated $7.83K and leaving 10,724 shares worth $4.57M. The position accounts for 0.3% of the portfolio, ranked #82.

First Heartland Consultants first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.9M in Q3 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

First Heartland Consultants held 10,724 shares of iShares Russell 3000 ETF worth $4.57M as of Q2 2026.
First Heartland Consultants sold 19 iShares Russell 3000 ETF shares in Q2 2026, an estimated $7.83K.
iShares Russell 3000 ETF made up 0.3% of First Heartland Consultants's portfolio in Q2 2026, its #82 holding.
First Heartland Consultants first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
First Heartland Consultants's iShares Russell 3000 ETF position peaked at $14.9M in Q3 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.