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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 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. 909 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.
909 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.