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J.W. Burns & Co’s iShares Russell 3000 ETF IWV Stock Holding History

J.W. Burns & Co’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 		$889K Hold
2,085
– – 0.09% 106
2026
Q1 		$773K Hold
2,085
– – 0.09% 109
2025
Q4 		$807K Hold
2,085
– – 0.09% 110
2025
Q3 		$790K Hold
2,085
– – 0.09% 113
2025
Q2 		$732K Sell
2,085
-24
-1% -$7.79K 0.09% 114
2025
Q1 		$670K Buy
2,109
+24
+1% +$8.05K 0.09% 123
2024
Q4 		$697K Hold
2,085
– – 0.09% 122
2024
Q3 		$681K Hold
2,085
– – 0.09% 119
2024
Q2 		$644K Sell
2,085
-15
-0.7% -$4.48K 0.09% 122
2024
Q1 		$630K Hold
2,100
– – 0.09% 124
2023
Q4 		$575K Hold
2,100
– – 0.09% 131
2023
Q3 		$515K Hold
2,100
– – 0.08% 129
2023
Q2 		$534K Hold
2,100
– – 0.09% 116
2023
Q1 		$494K Hold
2,100
– – 0.08% 122
2022
Q4 		$463K Hold
2,100
– – 0.08% 124
2022
Q3 		$435K Hold
2,100
– – 0.09% 122
2022
Q2 		$457K Hold
2,100
– – 0.09% 120
2022
Q1 		$551K Hold
2,100
– – 0.09% 121
2021
Q4 		$583K Hold
2,100
– – 0.08% 122
2021
Q3 		$535K Sell
2,100
-8
-0.4% -$2.09K 0.08% 124
2021
Q2 		$539K Hold
2,108
– – 0.08% 125
2021
Q1 		$500K Hold
2,108
– – 0.08% 122
2020
Q4 		$471K Hold
2,108
– – 0.08% 125
2020
Q3 		$413K Hold
2,108
– – 0.08% 120
2020
Q2 		$380K Buy
2,108
+108
+5% +$18.3K 0.08% 121
2020
Q1 		$297K Hold
2,000
– – 0.08% 121
2019
Q4 		$377K Hold
2,000
– – 0.08% 128
2019
Q3 		$348K Hold
2,000
– – 0.08% 131
2019
Q2 		$345K Hold
2,000
– – 0.08% 137
2019
Q1 		$333K Hold
2,000
– – 0.08% 135
2018
Q4 		$294K Hold
2,000
– – 0.08% 129
2018
Q3 		$345K Hold
2,000
– – 0.08% 135
2018
Q2 		$325K Hold
2,000
– – 0.08% 136
2018
Q1 		$313K Buy
2,000
+650
+48% +$105K 0.08% 134
2017
Q4 		$214K Sell
1,350
-550
-29% -$84.8K 0.05% 149
2017
Q3 		$284K Hold
1,900
– – 0.08% 139
2017
Q2 		$274K Sell
1,900
-100
-5% -$14.2K 0.07% 143
2017
Q1 		$280K Hold
2,000
– – 0.08% 141
2016
Q4 		$266K Buy
+2,000
New +$259K 0.08% 139

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

J.W. Burns & Co's IWV Position: Q2 2026 in Review

J.W. Burns & Co held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,085 shares worth $889K. The position accounts for 0.09% of the portfolio, ranked #106.

J.W. Burns & Co first reported a position in IWV in Q4 2016 and has held it in 39 quarters since. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • J.W. Burns & Co held 2,085 shares of iShares Russell 3000 ETF worth $889K as of Q2 2026.
  • J.W. Burns & Co left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.09% of J.W. Burns & Co's portfolio in Q2 2026, its #106 holding.
  • J.W. Burns & Co first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 39 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.