JA
IWV icon

JVL Associates’s iShares Russell 3000 ETF IWV Stock Holding History

JVL Associates’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 		$12.4M Hold
29,127
– – 3.52% 11
2026
Q1 		$10.8M Hold
29,127
– – 3.62% 11
2025
Q4 		$11.3M Hold
29,127
– – 3.67% 10
2025
Q3 		$11M Hold
29,127
– – 3.65% 10
2025
Q2 		$10.2M Hold
29,127
– – 3.67% 10
2025
Q1 		$9.25M Hold
29,127
– – 3.73% 9
2024
Q4 		$9.74M Hold
29,127
– – 3.69% 9
2024
Q3 		$9.52M Hold
29,127
– – 3.67% 10
2024
Q2 		$8.99M Hold
29,127
– – 3.6% 9
2024
Q1 		$8.74M Hold
29,127
– – 3.6% 9
2023
Q4 		$7.97M Hold
29,127
– – 3.6% 9
2023
Q3 		$7.14M Hold
29,127
– – 3.67% 9
2023
Q2 		$7.41M Hold
29,127
– – 3.6% 9
2023
Q1 		$6.86M Hold
29,127
– – 3.62% 9
2022
Q4 		$6.43M Sell
29,127
-92
-0.3% -$20.4K 3.74% 9
2022
Q3 		$6.05M Hold
29,219
– – 3.66% 9
2022
Q2 		$6.35M Sell
29,219
-316
-1% -$74.8K 4.42% 8
2022
Q1 		$7.75M Sell
29,535
-52
-0.2% -$13.5K 4.81% 7
2021
Q4 		$8.21M Sell
29,587
-228
-0.8% -$61.8K 5.13% 8
2021
Q3 		$7.6M Sell
29,815
-4
-0% -$1.05K 5.24% 8
2021
Q2 		$7.63M Sell
29,819
-16
-0.1% -$3.99K 5.26% 7
2021
Q1 		$7.08M Hold
29,835
– – 5.25% 7
2020
Q4 		$6.67M Sell
29,835
-31
-0.1% -$6.51K 5.31% 8
2020
Q3 		$5.84M Buy
29,866
+31
+0.1% +$6K 5.51% 6
2020
Q2 		$5.37M Sell
29,835
-155
-0.5% -$26.3K 5.63% 6
2020
Q1 		$4.45M Sell
29,990
-1,949
-6% -$347K 5.38% 6
2019
Q4 		$6.02M Sell
31,939
-2,975
-9% -$536K 5.63% 6
2019
Q3 		$6.07M Hold
34,914
– – 4.96% 5
2019
Q2 		$6.02M Hold
34,914
– – 5.08% 5
2019
Q1 		$5.82M Hold
34,914
– – 5.39% 5
2018
Q4 		$5.13M Hold
34,914
– – 5.69% 6
2018
Q3 		$6.02M Hold
34,914
– – 5.68% 6
2018
Q2 		$5.67M Sell
34,914
-66
-0.2% -$10.6K 5.53% 6
2018
Q1 		$5.47M Hold
34,980
– – 5.48% 6
2017
Q4 		$5.53M Buy
+34,980
New +$5.39M 5.59% 6

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

JVL Associates's IWV Position: Q2 2026 in Review

JVL Associates held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 29,127 shares worth $12.4M. The position accounts for 3.52% of the portfolio, ranked #11.

JVL Associates first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. 509 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • JVL Associates held 29,127 shares of iShares Russell 3000 ETF worth $12.4M as of Q2 2026.
  • JVL Associates left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 3.52% of JVL Associates's portfolio in Q2 2026, its #11 holding.
  • JVL Associates first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.