JC
IWV icon

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
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

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Jacobs & Co's IWV Position: Q2 2026 in Review

Jacobs & Co held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 982 shares worth $418K. The position accounts for 0.04% of the portfolio, ranked #102.

Jacobs & Co first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Jacobs & Co held 982 shares of iShares Russell 3000 ETF worth $418K as of Q2 2026.
  • Jacobs & Co left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Jacobs & Co's portfolio in Q2 2026, its #102 holding.
  • Jacobs & Co first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.