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Hantz Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Hantz Financial Services’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
Q1 		$29.7M Sell
80,025
-2,360
-3% -$913K 0.45% 34
2025
Q4 		$31.9M Sell
82,385
-4,323
-5% -$1.66M 0.47% 37
2025
Q3 		$32.9M Sell
86,708
-4,178
-5% -$1.52M 0.5% 37
2025
Q2 		$31.9M Sell
90,886
-4,018
-4% -$1.31M 0.52% 39
2025
Q1 		$30.1M Sell
94,904
-4,932
-5% -$1.65M 0.53% 37
2024
Q4 		$33.4M Sell
99,836
-746
-0.7% -$251K 0.58% 36
2024
Q3 		$32.9M Sell
100,582
-3,663
-4% -$1.15M 0.58% 36
2024
Q2 		$32.2M Sell
104,245
-446
-0.4% -$133K 0.62% 33
2024
Q1 		$31.4M Sell
104,691
-6,276
-6% -$1.79M 0.61% 37
2023
Q4 		$30.4M Sell
110,967
-2,853
-3% -$727K 0.66% 31
2023
Q3 		$27.9M Sell
113,820
-524
-0.5% -$134K 0.71% 31
2023
Q2 		$29.1M Buy
114,344
+224
+0.2% +$53.9K 0.73% 28
2023
Q1 		$26.9M Sell
114,120
-4,433
-4% -$1.02M 0.73% 28
2022
Q4 		$26.2M Sell
118,553
-98
-0.1% -$21.8K 0.79% 25
2022
Q3 		$24.6M Sell
118,651
-1,591
-1% -$366K 0.85% 23
2022
Q2 		$26.1M Sell
120,242
-1,028
-0.8% -$243K 0.88% 20
2022
Q1 		$31.8M Sell
121,270
-4,514
-4% -$1.17M 0.94% 18
2021
Q4 		$34.9M Buy
125,784
+1,982
+2% +$537K 1.01% 19
2021
Q3 		$31.6M Sell
123,802
-5,813
-4% -$1.52M 1.03% 19
2021
Q2 		$33.2M Buy
129,615
+914
+0.7% +$228K 1.22% 16
2021
Q1 		$30.5M Sell
128,701
-705
-0.5% -$164K 1.27% 15
2020
Q4 		$28.9M Sell
129,406
-3,659
-3% -$769K 1.29% 15
2020
Q3 		$26M Sell
133,065
-7,777
-6% -$1.5M 1.33% 16
2020
Q2 		$25.4M Buy
140,842
+522
+0.4% +$88.4K 1.42% 13
2020
Q1 		$20.8M Buy
+140,320
New +$25M 1.44% 12

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hantz Financial Services's IWV Position: Q1 2026 in Review

Hantz Financial Services reduced its iShares Russell 3000 ETF (IWV) stake by 2.9% in Q1 2026, selling an estimated $913K and leaving 80,025 shares worth $29.7M. The position accounts for 0.45% of the portfolio, ranked #34.

Hantz Financial Services first reported a position in IWV in Q1 2020 and has held it in 25 quarters since. The position peaked at $34.9M in Q4 2021. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Hantz Financial Services held 80,025 shares of iShares Russell 3000 ETF worth $29.7M as of Q1 2026.
  • Hantz Financial Services sold 2,360 iShares Russell 3000 ETF shares in Q1 2026, an estimated $913K.
  • iShares Russell 3000 ETF made up 0.45% of Hantz Financial Services's portfolio in Q1 2026, its #34 holding.
  • Hantz Financial Services first reported a position in iShares Russell 3000 ETF in Q1 2020 and has held it in 25 quarters since.
  • Hantz Financial Services's iShares Russell 3000 ETF position peaked at $34.9M in Q4 2021.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.