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Ironwood Wealth Management (Arizona)’s iShares Russell 3000 ETF IWV Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$670K Sell
1,572
-48
-3% -$19.8K 0.15% 32
2026
Q1 		$601K Hold
1,620
– – 0.17% 26
2025
Q4 		$627K Hold
1,620
– – 0.18% 25
2025
Q3 		$614K Sell
1,620
-305
-16% -$111K 0.21% 25
2025
Q2 		$676K Sell
1,925
-1,120
-37% -$364K 0.25% 25
2025
Q1 		$967K Hold
3,045
– – 0.3% 24
2024
Q4 		$1.02M Sell
3,045
-541
-15% -$182K 0.32% 23
2024
Q3 		$1.17M Hold
3,586
– – 0.35% 23
2024
Q2 		$1.11M Sell
3,586
-249
-6% -$74.3K 0.36% 23
2024
Q1 		$1.15M Sell
3,835
-6
-0.2% -$1.71K 0.37% 24
2023
Q4 		$1.05M Sell
3,841
-418
-10% -$107K 0.35% 25
2023
Q3 		$1.04M Sell
4,259
-505
-11% -$129K 0.43% 28
2023
Q2 		$1.21M Sell
4,764
-176
-4% -$42.3K 0.45% 26
2023
Q1 		$1.16M Sell
4,940
-19
-0.4% -$4.38K 0.46% 25
2022
Q4 		$1.09M Buy
4,959
+1,649
+50% +$366K 0.46% 26
2022
Q3 		$720K Hold
3,310
– – 0.32% 23
2022
Q2 		$720K Sell
3,310
-18
-0.5% -$4.26K 0.32% 23
2022
Q1 		$873K Sell
3,328
-552
-14% -$143K 0.36% 25
2021
Q4 		$1.08M Hold
3,880
– – 0.47% 20
2021
Q3 		$989K Sell
3,880
-266
-6% -$69.6K 0.47% 20
2021
Q2 		$1.06M Sell
4,146
-771
-16% -$192K 0.61% 20
2021
Q1 		$1.17M Sell
4,917
-319
-6% -$74.1K 0.75% 18
2020
Q4 		$1.17M Sell
5,236
-526
-9% -$110K 0.73% 18
2020
Q3 		$1.04M Hold
5,762
– – 0.77% 18
2020
Q2 		$1.04M Sell
5,762
-725
-11% -$123K 0.77% 18
2020
Q1 		$962K Sell
6,487
-2,495
-28% -$444K 0.81% 20
2019
Q4 		$1.69M Sell
8,982
-276
-3% -$49.7K 1.18% 15
2019
Q3 		$1.61M Sell
9,258
-599
-6% -$104K 1.2% 15
2019
Q2 		$1.7M Sell
9,857
-714
-7% -$121K 1.3% 15
2019
Q1 		$1.76M Buy
10,571
+781
+8% +$125K 1.5% 15
2018
Q4 		$1.44M Buy
9,790
+1,096
+13% +$174K 1.39% 16
2018
Q3 		$1.5M Sell
8,694
-388
-4% -$65.7K 1.32% 16
2018
Q2 		$1.47M Buy
+9,082
New +$1.46M 1.38% 17
2017
Q3 		$1.76M Buy
+11,777
New +$1.72M 1.64% 15

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s IWV Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares Russell 3000 ETF (IWV) stake by 3% in Q2 2026, selling an estimated $19.8K and leaving 1,572 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #32.

Ironwood Wealth Management (Arizona) first reported a position in IWV in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.76M in Q1 2019. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 1,572 shares of iShares Russell 3000 ETF worth $670K as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 48 iShares Russell 3000 ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Russell 3000 ETF made up 0.15% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #32 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares Russell 3000 ETF position peaked at $1.76M in Q1 2019.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.