Jacobs & Co’s iShares Russell 3000 ETF IWV Stock Holding History

Jacobs & 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 Q3	$423K	Hold	982	–	–	0.04%	100
2026 Q2	$418K	Hold	982	–	–	0.04%	102
2026 Q1	$364K	Hold	982	–	–	0.04%	106
2025 Q4	$379K	Hold	982	–	–	0.04%	103
2025 Q3	$372K	Hold	982	–	–	0.04%	103
2025 Q2	$344K	Hold	982	–	–	0.03%	106
2025 Q1	$311K	Hold	982	–	–	0.03%	106
2024 Q4	$328K	Hold	982	–	–	0.03%	106
2024 Q3	$320K	Hold	982	–	–	0.03%	110
2024 Q2	$303K	Hold	982	–	–	0.03%	110
2024 Q1	$294K	Hold	982	–	–	0.03%	112
2023 Q4	$268K	Hold	982	–	–	0.03%	114
2023 Q3	$240K	Hold	982	–	–	0.03%	114
2023 Q2	$249K	Hold	982	–	–	0.03%	113
2023 Q1	$231K	Hold	982	–	–	0.03%	120
2022 Q4	$216K	Hold	982	–	–	0.03%	122
2022 Q3	$203K	Hold	982	–	–	0.03%	122
2022 Q2	$213K	Sell	982 -75	-7%	-$17.8K	0.03%	118
2022 Q1	$277K	Hold	1,057	–	–	0.03%	112
2021 Q4	$293K	Hold	1,057	–	–	0.03%	110
2021 Q3	$269K	Buy	+1,057	New	+$277K	0.03%	107

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Jacobs & Co's IWV Position: Q3 2026 in Review

Jacobs & Co held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 982 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #100.

Jacobs & Co first reported a position in IWV in Q3 2021 and has held it in 21 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Jacobs & Co held 982 shares of iShares Russell 3000 ETF worth $423K as of Q3 2026.
Jacobs & Co left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.04% of Jacobs & Co's portfolio in Q3 2026, its #100 holding.
Jacobs & Co first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 21 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Jacobs & Co's 13F filing for Q3 2026, filed 9 Oct 2026.