Lauterbach Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Lauterbach Financial Advisors’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	$464K	Hold	1,089	–	–	0.2%	56
2026 Q1	$404K	Sell	1,089 -7	-0.6%	-$2.71K	0.2%	56
2025 Q4	$424K	Hold	1,096	–	–	0.21%	56
2025 Q3	$415K	Buy	1,096 +1	+0.1%	+$365	0.21%	55
2025 Q2	$385K	Hold	1,095	–	–	0.21%	53
2025 Q1	$348K	Hold	1,095	–	–	0.22%	51
2024 Q4	$366K	Hold	1,095	–	–	0.22%	47
2024 Q3	$358K	Hold	1,095	–	–	0.22%	47
2024 Q2	$332K	Hold	1,095	–	–	0.22%	46
2024 Q1	$328K	Buy	1,095 +1	+0.1%	+$285	0.22%	44
2023 Q4	$300K	Buy	+1,094	New	+$279K	0.21%	46

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Lauterbach Financial Advisors's IWV Position: Q2 2026 in Review

Lauterbach Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,089 shares worth $464K. The position accounts for 0.2% of the portfolio, ranked #56.

Lauterbach Financial Advisors first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 415 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Lauterbach Financial Advisors held 1,089 shares of iShares Russell 3000 ETF worth $464K as of Q2 2026.
Lauterbach Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.2% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #56 holding.
Lauterbach Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
415 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.