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

Friedenthal 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 		$217K Hold
508
– – 0.1% 108
2026
Q1 		$188K Buy
+508
New +$197K 0.09% 109

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Friedenthal Financial's IWV Position: Q2 2026 in Review

Friedenthal Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 508 shares worth $217K. The position accounts for 0.1% of the portfolio, ranked #108.

Friedenthal Financial first reported a position in IWV in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Friedenthal Financial held 508 shares of iShares Russell 3000 ETF worth $217K as of Q2 2026.
  • Friedenthal Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.1% of Friedenthal Financial's portfolio in Q2 2026, its #108 holding.
  • Friedenthal Financial first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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