High Point Wealth Management
IWV icon

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

High Point 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 		$24.7K Hold
57
– – 0.02% 190
2026
Q2 		$24.3K Hold
57
– – 0.02% 178
2026
Q1 		$21.1K Hold
57
– – 0.02% 186
2025
Q4 		$22K Buy
+57
New +$21.9K 0.02% 190

Other funds holding IWV

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
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
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

High Point Wealth Management's IWV Position: Q3 2026 in Review

High Point Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 57 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #190.

High Point Wealth Management first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. 533 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • High Point Wealth Management held 57 shares of iShares Russell 3000 ETF worth $24.7K as of Q3 2026.
  • High Point Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of High Point Wealth Management's portfolio in Q3 2026, its #190 holding.
  • High Point Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 533 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.