MCF Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $235K | Hold |
550
| – | – | 0.01% | 405 |
|
|
2026
Q1 | $204K | Hold |
550
| – | – | 0.01% | 394 |
|
|
2025
Q4 | $213K | Hold |
550
| – | – | 0.01% | 298 |
|
|
2025
Q3 | $208K | Hold |
550
| – | – | 0.01% | 242 |
|
|
2025
Q2 | $193K | Hold |
550
| – | – | 0.01% | 238 |
|
|
2025
Q1 | $175K | Hold |
550
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $184K | Hold |
550
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $180K | Hold |
550
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $170K | Hold |
550
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $165K | Hold |
550
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $151K | Hold |
550
| – | – | 0.01% | 252 |
|
|
2023
Q3 | $135K | Hold |
550
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $140K | Hold |
550
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $129K | Hold |
550
| – | – | 0.01% | 250 |
|
|
2022
Q4 | $121K | Hold |
550
| – | – | 0.01% | 249 |
|
|
2022
Q3 | $114K | Buy |
+550
| New | +$127K | 0.01% | 247 |
|
|
2017
Q3 | – | Sell |
-50
| Closed | -$7K | – | 524 |
|
|
2017
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 385 |
|
|
2017
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 372 |
|
|
2016
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 348 |
|
|
2016
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2016
Q2 | $6K | Sell |
50
-1,240
| -96% | -$152K | ﹤0.01% | 394 |
|
|
2016
Q1 | $156K | Buy |
1,290
+1,240
| +2,480% | +$142K | 0.04% | 109 |
|
|
2015
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 377 |
|
|
2015
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 371 |
|
|
2015
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 361 |
|
|
2014
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2014
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2014
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 349 |
|
|
2014
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 350 |
|
|
2013
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 327 |
|
|
2013
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 315 |
|
|
2013
Q2 | $6K | Buy |
+50
| New | +$4.79K | ﹤0.01% | 259 |
|
Other funds holding IWV
SCM
AFI
UMC
PWA
MCF Advisors's IWV Position: Q2 2026 in Review
MCF Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 550 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #405.
MCF Advisors first reported a position in IWV in Q2 2013 and has held it in 33 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- MCF Advisors held 550 shares of iShares Russell 3000 ETF worth $235K as of Q2 2026.
- MCF Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
- iShares Russell 3000 ETF made up 0.01% of MCF Advisors's portfolio in Q2 2026, its #405 holding.
- MCF Advisors first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 33 quarters since.
- 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.