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McGlone Suttner Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

McGlone Suttner Wealth Management’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 		$1.08M Sell
2,523
-57
-2% -$23.5K 0.13% 81
2026
Q1 		$956K Sell
2,580
-2,592
-50% -$1M 0.13% 82
2025
Q4 		$2M Buy
+5,172
New +$1.98M 0.27% 43
2025
Q1 		– Sell
-8,386
Closed -$2.8M – 198
2024
Q4 		$2.8M Buy
+8,386
New +$2.82M 0.47% 22

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

McGlone Suttner Wealth Management's IWV Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.2% in Q2 2026, selling an estimated $23.5K and leaving 2,523 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #81.

McGlone Suttner Wealth Management first reported a position in IWV in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.8M in Q4 2024. 351 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • McGlone Suttner Wealth Management held 2,523 shares of iShares Russell 3000 ETF worth $1.08M as of Q2 2026.
  • McGlone Suttner Wealth Management sold 57 iShares Russell 3000 ETF shares in Q2 2026, an estimated $23.5K.
  • iShares Russell 3000 ETF made up 0.13% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #81 holding.
  • McGlone Suttner Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 4 quarters since.
  • McGlone Suttner Wealth Management's iShares Russell 3000 ETF position peaked at $2.8M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.