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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
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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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

GAMMA Investing's IWV Position: Q2 2026 in Review

GAMMA Investing reduced its iShares Russell 3000 ETF (IWV) stake by 27% in Q2 2026, selling an estimated $19.8K and leaving 128 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

GAMMA Investing first reported a position in IWV in Q4 2024 and has held it in 5 quarters since. The position peaked at $99.3K in Q3 2025. 232 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • GAMMA Investing held 128 shares of iShares Russell 3000 ETF worth $54.6K as of Q2 2026.
  • GAMMA Investing sold 48 iShares Russell 3000 ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Russell 3000 ETF made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2239 holding.
  • GAMMA Investing first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 5 quarters since.
  • GAMMA Investing's iShares Russell 3000 ETF position peaked at $99.3K in Q3 2025.
  • 232 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.