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Mayflower Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mayflower Financial 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 		$649K Hold
1,521
– – 0.06% 248
2026
Q1 		$564K Hold
1,521
– – 0.07% 241
2025
Q4 		$588K Hold
1,521
– – 0.07% 226
2025
Q3 		$576K Hold
1,521
– – 0.07% 234
2025
Q2 		$534K Hold
1,521
– – 0.07% 233
2025
Q1 		$483K Sell
1,521
-14
-0.9% -$4.69K 0.07% 234
2024
Q4 		$513K Hold
1,535
– – 0.08% 223
2024
Q3 		$502K Hold
1,535
– – 0.08% 220
2024
Q2 		$474K Sell
1,535
-877
-36% -$262K 0.08% 219
2024
Q1 		$724K Buy
2,412
+2
+0.1% +$571 0.12% 172
2023
Q4 		$660K Sell
2,410
-70
-3% -$17.8K 0.09% 175
2023
Q3 		$608K Hold
2,480
– – 0.09% 169
2023
Q2 		$631K Buy
2,480
+3
+0.1% +$721 0.08% 175
2023
Q1 		$583K Buy
2,477
+3
+0.1% +$692 0.08% 181
2022
Q4 		$546K Sell
2,474
-177
-7% -$39.3K 0.08% 183
2022
Q3 		$549K Sell
2,651
-509
-16% -$117K 0.09% 172
2022
Q2 		$687K Buy
3,160
+100
+3% +$23.7K 0.11% 150
2022
Q1 		$803K Buy
3,060
+1,523
+99% +$394K 0.11% 137
2021
Q4 		$427K Hold
1,537
– – 0.06% 216
2021
Q3 		$411K Sell
1,537
-87
-5% -$22.8K 0.06% 217
2021
Q2 		$416K Hold
1,624
– – 0.06% 197
2021
Q1 		$385K Sell
1,624
-163
-9% -$37.9K 0.06% 196
2020
Q4 		$399K Buy
+1,787
New +$375K 0.07% 165

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

Mayflower Financial Advisors's IWV Position: Q2 2026 in Review

Mayflower Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,521 shares worth $649K. The position accounts for 0.06% of the portfolio, ranked #248.

Mayflower Financial Advisors first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $803K in Q1 2022. 452 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Mayflower Financial Advisors held 1,521 shares of iShares Russell 3000 ETF worth $649K as of Q2 2026.
  • Mayflower Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.06% of Mayflower Financial Advisors's portfolio in Q2 2026, its #248 holding.
  • Mayflower Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's iShares Russell 3000 ETF position peaked at $803K in Q1 2022.
  • 452 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.