MB, Levis & Associates’s iShares Russell 3000 ETF IWV Stock Holding History

MB, Levis & Associates’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	$11.5K	Hold	27	–	–	﹤0.01%	159
2026 Q2	$11.4K	Hold	27	–	–	﹤0.01%	169
2026 Q1	$9.9K	Hold	27	–	–	﹤0.01%	167
2025 Q4	$10.3K	Buy	27 +1	+4%	+$384	﹤0.01%	163
2025 Q3	$10K	Hold	26	–	–	﹤0.01%	160
2025 Q2	$9.27K	Hold	26	–	–	﹤0.01%	195
2025 Q1	$8.36K	Hold	26	–	–	﹤0.01%	193
2024 Q4	$8.78K	Hold	26	–	–	﹤0.01%	192
2024 Q3	$8.56K	Hold	26	–	–	﹤0.01%	198
2024 Q2	$8.06K	Hold	26	–	–	﹤0.01%	199
2024 Q1	$7.81K	Hold	26	–	–	﹤0.01%	199
2023 Q4	$7.11K	Hold	26	–	–	﹤0.01%	199
2023 Q3	$6.31K	Hold	26	–	–	﹤0.01%	210
2023 Q2	$6.56K	Hold	26	–	–	﹤0.01%	211
2023 Q1	$6.05K	Hold	26	–	–	﹤0.01%	213
2022 Q4	$5.65K	Buy	+26	New	+$5.78K	﹤0.01%	203

Other funds holding IWV

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

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

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

MB, Levis & Associates's IWV Position: Q3 2026 in Review

MB, Levis & Associates held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 27 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

MB, Levis & Associates first reported a position in IWV in Q4 2022 and has held it in 16 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

MB, Levis & Associates held 27 shares of iShares Russell 3000 ETF worth $11.5K as of Q3 2026.
MB, Levis & Associates left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up ﹤0.01% of MB, Levis & Associates's portfolio in Q3 2026, its #159 holding.
MB, Levis & Associates first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 16 quarters since.
365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.