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IWV icon

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

Fluent 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
Q3 		$552K Buy
1,279
+119
+10% +$51.4K 0.19% 38
2026
Q2 		$495K Buy
1,160
+16
+1% +$6.59K 0.18% 48
2026
Q1 		$447K Buy
1,144
+54
+5% +$20.9K 0.16% 38
2025
Q4 		$422K Sell
1,090
-56
-5% -$21.5K 0.16% 50
2025
Q3 		$434K Buy
1,146
+19
+2% +$6.93K 0.17% 58
2025
Q2 		$396K Buy
1,127
+6
+0.5% +$1.95K 0.16% 54
2025
Q1 		$356K Buy
1,121
+23
+2% +$7.71K 0.16% 51
2024
Q4 		$367K Sell
1,098
-3
-0.3% -$1.01K 0.16% 49
2024
Q3 		$360K Buy
1,101
+6
+0.5% +$1.89K 0.17% 52
2024
Q2 		$338K Buy
1,095
+34
+3% +$10.1K 0.17% 59
2024
Q1 		$318K Buy
1,061
+25
+2% +$7.13K 0.18% 66
2023
Q4 		$284K Sell
1,036
-38
-4% -$9.7K 0.17% 62
2023
Q3 		$263K Buy
1,074
+11
+1% +$2.81K 0.14% 69
2023
Q2 		$271K Buy
1,063
+18
+2% +$4.33K 0.18% 66
2023
Q1 		$246K Buy
1,045
+4
+0.4% +$923 0.17% 56
2022
Q4 		$230K Buy
1,041
+47
+5% +$10.4K 0.14% 70
2022
Q3 		$206K Buy
+994
New +$229K 0.11% 63
2022
Q2 		– Sell
-904
Closed -$238K – 68
2022
Q1 		$238K Buy
904
+110
+14% +$28.5K 0.1% 65
2021
Q4 		$220K Sell
794
-89
-10% -$24.1K 0.09% 59
2021
Q3 		$225K Buy
+883
New +$231K 0.1% 58
2018
Q4 		– Sell
-1,346
Closed -$232K – 75
2018
Q3 		$232K Buy
+1,346
New +$228K 0.15% 72

Other funds holding IWV

TLWM Financial
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
Heck Capital Advisors
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
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 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

Fluent Financial's IWV Position: Q3 2026 in Review

Fluent Financial increased its iShares Russell 3000 ETF (IWV) stake by 10% in Q3 2026, buying an estimated $51.4K and bringing the position to 1,279 shares worth $552K. The position accounts for 0.19% of the portfolio, ranked #38.

Fluent Financial first reported a position in IWV in Q3 2018 and has held it in 21 quarters since. 156 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Fluent Financial held 1,279 shares of iShares Russell 3000 ETF worth $552K as of Q3 2026.
  • Fluent Financial bought 119 iShares Russell 3000 ETF shares in Q3 2026, an estimated $51.4K.
  • iShares Russell 3000 ETF made up 0.19% of Fluent Financial's portfolio in Q3 2026, its #38 holding.
  • Fluent Financial first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 21 quarters since.
  • 156 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Fluent Financial's 13F filing for Q3 2026, filed 13 Oct 2026.