Glassman Wealth Services’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-49
| Closed | -$18.9K | – | 193 |
|
|
2025
Q4 | $18.9K | Hold |
49
| – | – | ﹤0.01% | 150 |
|
|
2025
Q3 | $18.5K | Hold |
49
| – | – | ﹤0.01% | 137 |
|
|
2025
Q2 | $17.1K | Hold |
49
| – | – | ﹤0.01% | 134 |
|
|
2025
Q1 | $15.5K | Hold |
49
| – | – | ﹤0.01% | 138 |
|
|
2024
Q4 | $16.3K | Hold |
49
| – | – | ﹤0.01% | 129 |
|
|
2024
Q3 | $15.9K | Hold |
49
| – | – | ﹤0.01% | 133 |
|
|
2024
Q2 | $15.1K | Hold |
49
| – | – | ﹤0.01% | 140 |
|
|
2024
Q1 | $14.6K | Hold |
49
| – | – | ﹤0.01% | 148 |
|
|
2023
Q4 | $13.3K | Hold |
49
| – | – | ﹤0.01% | 801 |
|
|
2023
Q3 | $11.9K | Hold |
49
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $12.4K | Hold |
49
| – | – | ﹤0.01% | 757 |
|
|
2023
Q1 | $11.5K | Hold |
49
| – | – | ﹤0.01% | 783 |
|
|
2022
Q4 | $10.8K | Hold |
49
| – | – | ﹤0.01% | 803 |
|
|
2022
Q3 | $10K | Hold |
49
| – | – | ﹤0.01% | 792 |
|
|
2022
Q2 | $11K | Sell |
49
-65
| -57% | -$15.4K | ﹤0.01% | 781 |
|
|
2022
Q1 | $30K | Hold |
114
| – | – | 0.01% | 526 |
|
|
2021
Q4 | $32K | Hold |
114
| – | – | 0.01% | 484 |
|
|
2021
Q3 | $29K | Hold |
114
| – | – | 0.01% | 482 |
|
|
2021
Q2 | $29K | Buy |
114
+1
| +0.9% | +$249 | 0.01% | 462 |
|
|
2021
Q1 | $27K | Hold |
113
| – | – | 0.01% | 448 |
|
|
2020
Q4 | $25K | Buy |
+113
| New | +$23.7K | 0.01% | 468 |
|
|
2019
Q1 | – | Sell |
-3,665
| Closed | -$538K | – | 1119 |
|
|
2018
Q4 | $538K | Hold |
3,665
| – | – | 0.29% | 45 |
|
|
2018
Q3 | $631K | Hold |
3,665
| – | – | 0.29% | 42 |
|
|
2018
Q2 | $595K | Hold |
3,665
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $573K | Sell |
3,665
-631
| -15% | -$102K | 0.35% | 33 |
|
|
2017
Q4 | $680K | Sell |
4,296
-1
| -0% | -$154 | 0.41% | 26 |
|
|
2017
Q3 | $641K | Hold |
4,297
| – | – | 0.42% | 29 |
|
|
2017
Q2 | $619K | Hold |
4,297
| – | – | 0.41% | 30 |
|
|
2017
Q1 | $601K | Hold |
4,297
| – | – | 0.42% | 29 |
|
|
2016
Q4 | $571K | Hold |
4,297
| – | – | 0.4% | 27 |
|
|
2016
Q3 | $551K | Hold |
4,297
| – | – | 0.46% | 20 |
|
|
2016
Q2 | $533K | Hold |
4,297
| – | – | 0.46% | 24 |
|
|
2016
Q1 | $519K | Hold |
4,297
| – | – | 0.47% | 17 |
|
|
2015
Q4 | $517K | Hold |
4,297
| – | – | 0.47% | 21 |
|
|
2015
Q3 | $489K | Hold |
4,297
| – | – | 0.44% | 23 |
|
|
2015
Q2 | $533K | Hold |
4,297
| – | – | 0.43% | 20 |
|
|
2015
Q1 | $532K | Hold |
4,297
| – | – | 0.43% | 20 |
|
|
2014
Q4 | $525K | Buy |
+4,297
| New | +$513K | 0.38% | 25 |
|
Other funds holding IWV
SCM
AFI
PWA
UMC
Glassman Wealth Services's IWV Position: Q1 2026 in Review
Glassman Wealth Services sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 49 shares — an estimated $18.9K sold.
Glassman Wealth Services first reported a position in IWV in Q4 2014 and held it in 38 quarters. The position peaked at $680K in Q4 2017. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.
- Glassman Wealth Services reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
- Glassman Wealth Services sold 49 iShares Russell 3000 ETF shares in Q1 2026, an estimated $18.9K.
- Glassman Wealth Services first reported a position in iShares Russell 3000 ETF in Q4 2014 and held it in 38 quarters.
- Glassman Wealth Services's iShares Russell 3000 ETF position peaked at $680K in Q4 2017.
- 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.
Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.