Harfst & Associates
IWV icon

Harfst & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

Harfst & Associates’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 		– Sell
-496
Closed -$211K – 126
2026
Q2 		$211K Buy
+496
New +$204K 0.03% 122
2026
Q1 		– Sell
-536
Closed -$207K – 125
2025
Q4 		$207K Sell
536
-25
-4% -$9.6K 0.04% 110
2025
Q3 		$213K Buy
+561
New +$205K 0.04% 106
2025
Q1 		– Sell
-611
Closed -$204K – 120
2024
Q4 		$204K Buy
+611
New +$206K 0.04% 93
2022
Q2 		– Sell
-797
Closed -$209K – 115
2022
Q1 		$209K Sell
797
-1
-0.1% -$259 0.05% 117
2021
Q4 		$221K Hold
798
– – 0.06% 117
2021
Q3 		$203K Hold
798
– – 0.06% 124
2021
Q2 		$204K Buy
+798
New +$199K 0.06% 130
2018
Q2 		– Sell
-1,435
Closed -$224K – 84
2018
Q1 		$224K Sell
1,435
-55
-4% -$8.88K 0.09% 78
2017
Q4 		$235K Sell
1,490
-41
-3% -$6.32K 0.1% 75
2017
Q3 		$228K Sell
1,531
-40
-3% -$5.84K 0.09% 77
2017
Q2 		$226K Buy
1,571
+16
+1% +$2.27K 0.09% 80
2017
Q1 		$217K Sell
1,555
-95
-6% -$13.1K 0.09% 64
2016
Q4 		$219K Sell
1,650
-28
-2% -$3.63K 0.11% 62
2016
Q3 		$215K Buy
1,678
+40
+2% +$5.11K 0.11% 65
2016
Q2 		$203K Sell
1,638
-82
-5% -$10K 0.08% 99
2016
Q1 		$207K Buy
1,720
+1
+0.1% +$114 0.13% 69
2015
Q4 		$206K Hold
1,719
– – 0.08% 91
2015
Q3 		$196K Sell
1,719
-16
-0.9% -$1.94K 0.09% 94
2015
Q2 		$215K Buy
+1,735
New +$218K 0.12% 71

Other funds holding IWV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Harfst & Associates's IWV Position: Q3 2026 in Review

Harfst & Associates sold out of iShares Russell 3000 ETF (IWV) in Q3 2026, closing a stake of 496 shares — an estimated $211K sold.

Harfst & Associates first reported a position in IWV in Q2 2015 and held it in 20 quarters. The position peaked at $235K in Q4 2017. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Harfst & Associates reported no remaining iShares Russell 3000 ETF position as of Q3 2026 after selling out during the quarter.
  • Harfst & Associates sold 496 iShares Russell 3000 ETF shares in Q3 2026, an estimated $211K.
  • Harfst & Associates first reported a position in iShares Russell 3000 ETF in Q2 2015 and held it in 20 quarters.
  • Harfst & Associates's iShares Russell 3000 ETF position peaked at $235K in Q4 2017.
  • 614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.