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Legacy Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Legacy 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 		$300K Hold
704
– – 0.03% 240
2026
Q1 		$261K Buy
704
+1
+0.1% +$387 0.03% 227
2025
Q4 		$272K Hold
703
– – 0.03% 235
2025
Q3 		$266K Buy
+703
New +$256K 0.03% 213
2025
Q2 		– Sell
-701
Closed -$223K – 211
2025
Q1 		$223K Hold
701
– – 0.02% 389
2024
Q4 		$234K Buy
701
+1
+0.1% +$337 0.02% 355
2024
Q3 		$229K Buy
700
+1
+0.1% +$315 0.02% 341
2024
Q2 		$216K Buy
+699
New +$209K 0.03% 306
2019
Q3 		– Sell
-339
Closed -$58K – 216
2019
Q2 		$58K Buy
339
+1
+0.3% +$170 0.04% 193
2019
Q1 		$56K Buy
+338
New +$54.2K 0.02% 202
2018
Q4 		– Sell
-334
Closed -$58K – 248
2018
Q3 		$58K Hold
334
– – 0.03% 217
2018
Q2 		$54K Hold
334
– – 0.04% 180
2018
Q1 		$52K Buy
334
+227
+212% +$36.7K 0.04% 161
2017
Q4 		$16K Buy
+107
New +$16.5K 0.02% 206

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

Legacy Advisors's IWV Position: Q2 2026 in Review

Legacy Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 704 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #240.

Legacy Advisors first reported a position in IWV in Q4 2017 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Legacy Advisors held 704 shares of iShares Russell 3000 ETF worth $300K as of Q2 2026.
  • Legacy Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.03% of Legacy Advisors's portfolio in Q2 2026, its #240 holding.
  • Legacy Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 14 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.