IFG
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Independent Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Independent Financial Group’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 		$1.78M Sell
4,183
-326
-7% -$134K 0.03% 483
2026
Q1 		$1.67M Sell
4,509
-331
-7% -$128K 0.04% 447
2025
Q4 		$1.87M Sell
4,840
-379
-7% -$145K 0.04% 410
2025
Q3 		$1.98M Sell
5,219
-197
-4% -$71.8K 0.05% 390
2025
Q2 		$1.9M Sell
5,416
-115
-2% -$37.4K 0.05% 353
2025
Q1 		$1.76M Buy
5,531
+957
+21% +$321K 0.06% 311
2024
Q4 		$1.53M Buy
4,574
+763
+20% +$257K 0.05% 358
2024
Q3 		$1.25M Buy
3,811
+22
+0.6% +$6.92K 0.05% 381
2024
Q2 		$1.17M Sell
3,789
-303
-7% -$90.4K 0.05% 364
2024
Q1 		$1.23M Sell
4,092
-20
-0.5% -$5.71K 0.06% 329
2023
Q4 		$1.13M Sell
4,112
-49
-1% -$12.5K 0.06% 328
2023
Q3 		$1.02M Buy
4,161
+108
+3% +$27.6K 0.07% 310
2023
Q2 		$1.03M Buy
4,053
+95
+2% +$22.8K 0.07% 304
2023
Q1 		$932K Buy
3,958
+7
+0.2% +$1.62K 0.07% 292
2022
Q4 		$872K Hold
3,951
– – 0.08% 269
2022
Q3 		$818K Sell
3,951
-5
-0.1% -$1.15K 0.07% 267
2022
Q2 		$860K Buy
3,956
+26
+0.7% +$6.16K 0.09% 255
2022
Q1 		$1.03M Hold
3,930
– – 0.08% 246
2021
Q4 		$1.09M Sell
3,930
-354
-8% -$95.9K 0.09% 231
2021
Q3 		$1.09M Sell
4,284
-52
-1% -$13.6K 0.11% 197
2021
Q2 		$1.11M Buy
4,336
+104
+2% +$25.9K 0.12% 191
2021
Q1 		$1M Buy
4,232
+487
+13% +$113K 0.13% 184
2020
Q4 		$837K Buy
+3,745
New +$787K 0.12% 190

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's IWV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 7.2% in Q2 2026, selling an estimated $134K and leaving 4,183 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #483.

Independent Financial Group first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Independent Financial Group held 4,183 shares of iShares Russell 3000 ETF worth $1.78M as of Q2 2026.
  • Independent Financial Group sold 326 iShares Russell 3000 ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell 3000 ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #483 holding.
  • Independent Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's iShares Russell 3000 ETF position peaked at $1.98M in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.