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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
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

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

Linden Thomas Advisory Services's IWV Position: Q2 2026 in Review

Linden Thomas Advisory Services increased its iShares Russell 3000 ETF (IWV) stake by 19% in Q2 2026, buying an estimated $56.9K and bringing the position to 861 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #445.

Linden Thomas Advisory Services first reported a position in IWV in Q3 2025 and has held it in 4 quarters since. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Linden Thomas Advisory Services held 861 shares of iShares Russell 3000 ETF worth $367K as of Q2 2026.
  • Linden Thomas Advisory Services bought 138 iShares Russell 3000 ETF shares in Q2 2026, an estimated $56.9K.
  • iShares Russell 3000 ETF made up 0.03% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #445 holding.
  • Linden Thomas Advisory Services first reported a position in iShares Russell 3000 ETF in Q3 2025 and has held it in 4 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.