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 Q3	$647K	Hold	1,500	–	–	0.26%	79
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	$526K	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 $1.91B 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

Mitchell Sinkler & Starr's IWV Position: Q3 2026 in Review

Mitchell Sinkler & Starr held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 1,500 shares worth $647K. The position accounts for 0.26% of the portfolio, ranked #79.

Mitchell Sinkler & Starr first reported a position in IWV in Q3 2022 and has held it in 16 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Mitchell Sinkler & Starr held 1,500 shares of iShares Russell 3000 ETF worth $647K as of Q3 2026.
Mitchell Sinkler & Starr left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.26% of Mitchell Sinkler & Starr's portfolio in Q3 2026, its #79 holding.
Mitchell Sinkler & Starr first reported a position in iShares Russell 3000 ETF in Q3 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 Mitchell Sinkler & Starr's 13F filing for Q3 2026, filed 13 Oct 2026.