MASM
IWV icon

MH & Associates Securities Management’s iShares Russell 3000 ETF IWV Stock Holding History

MH & Associates Securities 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 		$5.97K Hold
14
– – 0.01% 82
2026
Q1 		$5.19K Hold
14
– – ﹤0.01% 79
2025
Q4 		$5.42K Buy
+14
New +$5.37K ﹤0.01% 83

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

MH & Associates Securities Management's IWV Position: Q2 2026 in Review

MH & Associates Securities Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 14 shares worth $5.97K. The position accounts for 0.01% of the portfolio, ranked #82.

MH & Associates Securities Management first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • MH & Associates Securities Management held 14 shares of iShares Russell 3000 ETF worth $5.97K as of Q2 2026.
  • MH & Associates Securities Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of MH & Associates Securities Management's portfolio in Q2 2026, its #82 holding.
  • MH & Associates Securities Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on MH & Associates Securities Management's 13F filing for Q2 2026, filed 28 Jul 2026.