Mitchell Sinkler & Starr’s iShares Russell 3000 ETF IWV Stock Holding History

Mitchell Sinkler & Starr’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	$640K	Hold	1,500	–	–	0.27%	82
2026 Q1	$556K	Hold	1,500	–	–	0.26%	86
2025 Q4	$580K	Hold	1,500	–	–	0.26%	81
2025 Q3	$568K	Hold	1,500	–	–	0.26%	86
2025 Q2	$527K	Hold	1,500	–	–	0.25%	87
2025 Q1	$476K	Hold	1,500	–	–	0.13%	107
2024 Q4	$501K	Hold	1,500	–	–	0.13%	103
2024 Q3	$490K	Hold	1,500	–	–	0.12%	108
2024 Q2	$472K	Hold	1,500	–	–	0.12%	105
2024 Q1	$450K	Hold	1,500	–	–	0.11%	115
2023 Q4	$411K	Buy	+1,500	New	+$382K	0.07%	142
2023 Q3	–	Sell	-1,500	Closed	-$382K	–	117
2023 Q2	$382K	Hold	1,500	–	–	0.11%	111
2023 Q1	$353K	Hold	1,500	–	–	0.1%	110
2022 Q4	$331K	Hold	1,500	–	–	0.11%	114
2022 Q3	$311K	Buy	+1,500	New	+$345K	0.12%	94

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Mitchell Sinkler & Starr's IWV Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,500 shares worth $640K. The position accounts for 0.27% of the portfolio, ranked #82.

Mitchell Sinkler & Starr first reported a position in IWV in Q3 2022 and has held it in 15 quarters since. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Mitchell Sinkler & Starr held 1,500 shares of iShares Russell 3000 ETF worth $640K as of Q2 2026.
Mitchell Sinkler & Starr left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.27% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #82 holding.
Mitchell Sinkler & Starr first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 15 quarters since.
288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.