Linden Thomas Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

Linden Thomas Advisory Services’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	$339K	Sell	785 -76	-9%	-$32.8K	0.03%	468
2026 Q2	$367K	Buy	861 +138	+19%	+$56.9K	0.03%	445
2026 Q1	$268K	Buy	723 +64	+10%	+$24.8K	0.03%	470
2025 Q4	$255K	Hold	659	–	–	0.03%	450
2025 Q3	$250K	Buy	+659	New	+$240K	0.03%	444

Other funds holding IWV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Linden Thomas Advisory Services's IWV Position: Q3 2026 in Review

Linden Thomas Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 8.8% in Q3 2026, selling an estimated $32.8K and leaving 785 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #468.

Linden Thomas Advisory Services first reported a position in IWV in Q3 2025 and has held it in 5 quarters since. The position peaked at $367K in Q2 2026. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Linden Thomas Advisory Services held 785 shares of iShares Russell 3000 ETF worth $339K as of Q3 2026.
Linden Thomas Advisory Services sold 76 iShares Russell 3000 ETF shares in Q3 2026, an estimated $32.8K.
iShares Russell 3000 ETF made up 0.03% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #468 holding.
Linden Thomas Advisory Services first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 5 quarters since.
Linden Thomas Advisory Services's iShares Russell 3000 ETF position peaked at $367K in Q2 2026.
614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.