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Martin Capital Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Martin Capital 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 		$870K Hold
2,040
– – 0.46% 41
2026
Q1 		$756K Hold
2,040
– – 0.48% 39
2025
Q4 		$789K Hold
2,040
– – 0.46% 41
2025
Q3 		$773K Sell
2,040
-220
-10% -$80.2K 0.47% 42
2025
Q2 		$793K Hold
2,260
– – 0.52% 42
2025
Q1 		$718K Hold
2,260
– – 0.51% 42
2024
Q4 		$755K Sell
2,260
-110
-5% -$37K 0.49% 42
2024
Q3 		$774K Hold
2,370
– – 0.55% 39
2024
Q2 		$732K Sell
2,370
-100
-4% -$29.8K 0.55% 37
2024
Q1 		$741K Sell
2,470
-70
-3% -$20K 0.58% 38
2023
Q4 		$695K Sell
2,540
-270
-10% -$68.8K 0.59% 37
2023
Q3 		$689K Sell
2,810
-60
-2% -$15.3K 0.67% 35
2023
Q2 		$730K Hold
2,870
– – 0.67% 34
2023
Q1 		$676K Hold
2,870
– – 0.7% 37
2022
Q4 		$633K Sell
2,870
-35
-1% -$7.78K 0.71% 35
2022
Q3 		$601K Sell
2,905
-100
-3% -$23K 0.88% 34
2022
Q2 		$653K Hold
3,005
– – 0.58% 43
2022
Q1 		$788K Sell
3,005
-100
-3% -$25.9K 0.54% 43
2021
Q4 		$862K Buy
+3,105
New +$841K 0.53% 43

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
SI
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
BP
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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Martin Capital Advisors's IWV Position: Q2 2026 in Review

Martin Capital Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,040 shares worth $870K. The position accounts for 0.46% of the portfolio, ranked #41.

Martin Capital Advisors first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 411 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Martin Capital Advisors held 2,040 shares of iShares Russell 3000 ETF worth $870K as of Q2 2026.
  • Martin Capital Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.46% of Martin Capital Advisors's portfolio in Q2 2026, its #41 holding.
  • Martin Capital Advisors first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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