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GAMMA Investing’s iShares Russell 3000 ETF IWV Stock Holding History

GAMMA Investing’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 		$27.6K Sell
64
-64
-50% -$27.7K ﹤0.01% 2747
2026
Q2 		$54.6K Sell
128
-48
-27% -$19.8K ﹤0.01% 2239
2026
Q1 		$65.2K Sell
176
-19
-10% -$7.35K ﹤0.01% 1993
2025
Q4 		$75.4K Sell
195
-67
-26% -$25.7K ﹤0.01% 1781
2025
Q3 		$99.3K Buy
+262
New +$95.5K 0.01% 1514
2025
Q1 		– Sell
-8
Closed -$2.67K – 3838
2024
Q4 		$2.67K Buy
+8
New +$2.69K ﹤0.01% 3130

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

GAMMA Investing's IWV Position: Q3 2026 in Review

GAMMA Investing reduced its iShares Russell 3000 ETF (IWV) stake by 50% in Q3 2026, selling an estimated $27.7K and leaving 64 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

GAMMA Investing first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $99.3K in Q3 2025. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • GAMMA Investing held 64 shares of iShares Russell 3000 ETF worth $27.6K as of Q3 2026.
  • GAMMA Investing sold 64 iShares Russell 3000 ETF shares in Q3 2026, an estimated $27.7K.
  • iShares Russell 3000 ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #2747 holding.
  • GAMMA Investing first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • GAMMA Investing's iShares Russell 3000 ETF position peaked at $99.3K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.