Manchester Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Manchester Financial’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	$2.13M	Hold	4,996	–	–	0.38%	35
2026 Q1	$1.85M	Sell	4,996 -55	-1%	-$21.3K	0.36%	39
2025 Q4	$1.95M	Hold	5,051	–	–	0.37%	40
2025 Q3	$1.91M	Hold	5,051	–	–	0.38%	38
2025 Q2	$1.77M	Hold	5,051	–	–	0.37%	35
2025 Q1	$1.6M	Hold	5,051	–	–	0.36%	35
2024 Q4	$1.69M	Hold	5,051	–	–	0.37%	32
2024 Q3	$1.65M	Hold	5,051	–	–	0.36%	30
2024 Q2	$1.56M	Sell	5,051 -195	-4%	-$58.2K	0.38%	31
2024 Q1	$1.57M	Hold	5,246	–	–	0.41%	30
2023 Q4	$1.44M	Hold	5,246	–	–	0.4%	29
2023 Q3	$1.29M	Hold	5,246	–	–	0.38%	29
2023 Q2	$1.34M	Hold	5,246	–	–	0.38%	28
2023 Q1	$1.23M	Hold	5,246	–	–	0.36%	32
2022 Q4	$1.16M	Hold	5,246	–	–	0.31%	36
2022 Q3	$1.09M	Sell	5,246 -45	-0.9%	-$10.4K	0.31%	37
2022 Q2	$1.15M	Buy	+5,291	New	+$1.25M	0.45%	35

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

Manchester Financial's IWV Position: Q2 2026 in Review

Manchester Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,996 shares worth $2.13M. The position accounts for 0.38% of the portfolio, ranked #35.

Manchester Financial first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 422 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Manchester Financial held 4,996 shares of iShares Russell 3000 ETF worth $2.13M as of Q2 2026.
Manchester Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.38% of Manchester Financial's portfolio in Q2 2026, its #35 holding.
Manchester Financial first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
422 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.