GFWA
IWV icon

Grey Fox Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Grey Fox Wealth Advisors’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 		$695K Hold
1,630
– – 0.11% 88
2026
Q1 		$604K Buy
1,630
+312
+24% +$121K 0.12% 79
2025
Q4 		$510K Hold
1,318
– – 0.1% 86
2025
Q3 		$499K Hold
1,318
– – 0.1% 90
2025
Q2 		$463K Hold
1,318
– – 0.11% 88
2025
Q1 		$419K Buy
1,318
+480
+57% +$161K 0.11% 86
2024
Q4 		$280K Hold
838
– – 0.08% 110
2024
Q3 		$274K Buy
+838
New +$264K 0.08% 105

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

Grey Fox Wealth Advisors's IWV Position: Q2 2026 in Review

Grey Fox Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,630 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #88.

Grey Fox Wealth Advisors first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Grey Fox Wealth Advisors held 1,630 shares of iShares Russell 3000 ETF worth $695K as of Q2 2026.
  • Grey Fox Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.11% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.