Marks Group Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Marks Group Wealth Management’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	$223K	Hold	517	–	–	0.02%	346
2026 Q2	$220K	Sell	517 -28	-5%	-$11.5K	0.02%	345
2026 Q1	$202K	Hold	545	–	–	0.02%	333
2025 Q4	$211K	Hold	545	–	–	0.02%	324
2025 Q3	$207K	Buy	+545	New	+$199K	0.02%	291
2025 Q1	–	Sell	-835	Closed	-$279K	–	307
2024 Q4	$279K	Hold	835	–	–	0.03%	263
2024 Q3	$273K	Sell	835 -35	-4%	-$11K	0.03%	265
2024 Q2	$269K	Hold	870	–	–	0.03%	267
2024 Q1	$261K	Sell	870 -290	-25%	-$82.7K	0.03%	275
2023 Q4	$318K	Buy	+1,160	New	+$296K	0.04%	252

Other funds holding IWV

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

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

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Marks Group Wealth Management's IWV Position: Q3 2026 in Review

Marks Group Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 517 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #346.

Marks Group Wealth Management first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $318K in Q4 2023. 535 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Marks Group Wealth Management held 517 shares of iShares Russell 3000 ETF worth $223K as of Q3 2026.
Marks Group Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.02% of Marks Group Wealth Management's portfolio in Q3 2026, its #346 holding.
Marks Group Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
Marks Group Wealth Management's iShares Russell 3000 ETF position peaked at $318K in Q4 2023.
535 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.