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

IHT 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	$1.5M	Buy	3,517 +923	+36%	+$380K	0.03%	485
2026 Q1	$962K	Buy	2,594 +231	+10%	+$89.4K	0.02%	586
2025 Q4	$914K	Sell	2,363 -940	-28%	-$361K	0.02%	568
2025 Q3	$1.25M	Buy	3,303 +63	+2%	+$23K	0.03%	467
2025 Q2	$1.14M	Buy	3,240 +2	+0.1%	+$650	0.03%	460
2025 Q1	$1.03M	Sell	3,238 -1,448	-31%	-$485K	0.03%	465
2024 Q4	$1.57M	Buy	4,686 +150	+3%	+$50.5K	0.05%	325
2024 Q3	$1.48M	Sell	4,536 -21	-0.5%	-$6.61K	0.04%	394
2024 Q2	$1.41M	Sell	4,557 -24	-0.5%	-$7.16K	0.05%	343
2024 Q1	$1.37M	Buy	4,581 +46	+1%	+$13.1K	0.06%	339
2023 Q4	$1.24M	Buy	4,535 +7	+0.2%	+$1.78K	0.06%	329
2023 Q3	$1.11M	Hold	4,528	–	–	0.06%	328
2023 Q2	$1.15M	Buy	4,528 +2	+0%	+$481	0.06%	308
2023 Q1	$1.07M	Buy	4,526 +1	+0%	+$231	0.06%	293
2022 Q4	$998K	Buy	4,525 +3	+0.1%	+$667	0.06%	295
2022 Q3	$936K	Buy	4,522 +2	+0%	+$460	0.07%	293
2022 Q2	$983K	Buy	4,520 +2	+0%	+$474	0.09%	241
2022 Q1	$1.19M	Sell	4,518 -17	-0.4%	-$4.4K	0.09%	228
2021 Q4	$1.26M	Sell	4,535 -94	-2%	-$25.5K	0.09%	214
2021 Q3	$1.18M	Sell	4,629 -53	-1%	-$13.9K	0.1%	214
2021 Q2	$1.2M	Sell	4,682 -29	-0.6%	-$7.23K	0.08%	281
2021 Q1	$1.12M	Buy	4,711 +1	+0%	+$232	0.08%	250
2020 Q4	$1.05M	Sell	4,710 -172	-4%	-$36.1K	0.09%	231
2020 Q3	$955K	Sell	4,882 -83	-2%	-$16.1K	0.1%	220
2020 Q2	$894K	Buy	4,965 +19	+0.4%	+$3.22K	0.12%	181
2020 Q1	$734K	Sell	4,946 -57	-1%	-$10.1K	0.11%	204
2019 Q4	$943K	Sell	5,003 -450	-8%	-$81.1K	0.11%	206
2019 Q3	$948K	Buy	5,453 +423	+8%	+$73.4K	0.13%	184
2019 Q2	$867K	Sell	5,030 -69	-1%	-$11.7K	0.13%	186
2019 Q1	$850K	Hold	5,099	–	–	0.14%	178
2018 Q4	$749K	Buy	5,099 +1,590	+45%	+$253K	0.14%	175
2018 Q3	$605K	Hold	3,509	–	–	0.13%	195
2018 Q2	$569K	Sell	3,509 -60	-2%	-$9.64K	0.15%	185
2018 Q1	$545K	Hold	3,569	–	–	0.15%	174
2017 Q4	$579K	Buy	3,569 +149	+4%	+$23K	0.15%	165
2017 Q3	$516K	Buy	3,420 +360	+12%	+$52.6K	0.22%	114
2017 Q2	$2.48M	Buy	+3,060	New	+$435K	1.2%	9

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IHT Wealth Management's IWV Position: Q2 2026 in Review

IHT Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 36% in Q2 2026, buying an estimated $380K and bringing the position to 3,517 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #485.

IHT Wealth Management first reported a position in IWV in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.48M in Q2 2017. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

IHT Wealth Management held 3,517 shares of iShares Russell 3000 ETF worth $1.5M as of Q2 2026.
IHT Wealth Management bought 923 iShares Russell 3000 ETF shares in Q2 2026, an estimated $380K.
iShares Russell 3000 ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #485 holding.
IHT Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2017 and has held it in 37 quarters since.
IHT Wealth Management's iShares Russell 3000 ETF position peaked at $2.48M in Q2 2017.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.