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Gilpin Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Gilpin Wealth Management’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 		$10.8K Hold
25
– – 0.01% 336
2026
Q2 		$10.7K Hold
25
– – 0.01% 309
2026
Q1 		$9.27K Hold
25
– – 0.01% 297
2025
Q4 		$9.67K Buy
+25
New +$9.59K 0.01% 288

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

Gilpin Wealth Management's IWV Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 25 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #336.

Gilpin Wealth Management first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of iShares Russell 3000 ETF worth $10.8K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #336 holding.
  • Gilpin Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.