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 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

High Point Wealth Management's IWV Position: Q2 2026 in Review

High Point Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 57 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #178.

High Point Wealth Management first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

High Point Wealth Management held 57 shares of iShares Russell 3000 ETF worth $24.3K as of Q2 2026.
High Point Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of High Point Wealth Management's portfolio in Q2 2026, its #178 holding.
High Point Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.