MONECO Advisors
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MONECO Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

MONECO Advisors’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 		$507K Sell
1,174
-9
-0.8% -$3.89K 0.03% 387
2026
Q2 		$504K Buy
1,183
+126
+12% +$51.9K 0.03% 366
2026
Q1 		$392K Sell
1,057
-3
-0.3% -$1.16K 0.03% 354
2025
Q4 		$410K Buy
1,060
+2
+0.2% +$768 0.03% 337
2025
Q3 		$401K Buy
1,058
+1
+0.1% +$365 0.03% 341
2025
Q2 		$371K Buy
1,057
+1
+0.1% +$325 0.03% 346
2025
Q1 		$335K Sell
1,056
-24
-2% -$8.05K 0.03% 341
2024
Q4 		$361K Sell
1,080
-3
-0.3% -$1.01K 0.04% 336
2024
Q3 		$354K Buy
1,083
+2
+0.2% +$630 0.04% 317
2024
Q2 		$334K Hold
1,081
– – 0.05% 305
2024
Q1 		$324K Buy
1,081
+1
+0.1% +$285 0.05% 306
2023
Q4 		$296K Buy
1,080
+4
+0.4% +$1.02K 0.06% 294
2023
Q3 		$264K Hold
1,076
– – 0.07% 271
2023
Q2 		$274K Buy
1,076
+2
+0.2% +$481 0.07% 267
2023
Q1 		$253K Sell
1,074
-25
-2% -$5.77K 0.07% 268
2022
Q4 		$242K Buy
1,099
+3
+0.3% +$667 0.09% 221
2022
Q3 		$227K Buy
1,096
+2
+0.2% +$460 0.09% 217
2022
Q2 		$238K Sell
1,094
-120
-10% -$28.4K 0.09% 212
2022
Q1 		$319K Buy
1,214
+2
+0.2% +$518 0.12% 170
2021
Q4 		$313K Sell
1,212
-51
-4% -$13.8K 0.12% 176
2021
Q3 		$322K Buy
+1,263
New +$331K 0.13% 173
2020
Q1 		– Sell
-1,032
Closed -$200K – 137
2019
Q4 		$200K Buy
+1,032
New +$186K 0.14% 143
2019
Q2 		– Sell
-1,892
Closed -$315K – 137
2019
Q1 		$315K Sell
1,892
-30
-2% -$4.82K 0.26% 92
2018
Q4 		$282K Buy
+1,922
New +$305K 0.33% 67

Other funds holding IWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

MONECO Advisors's IWV Position: Q3 2026 in Review

MONECO Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.76% in Q3 2026, selling an estimated $3.89K and leaving 1,174 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #387.

MONECO Advisors first reported a position in IWV in Q4 2018 and has held it in 24 quarters since. 558 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • MONECO Advisors held 1,174 shares of iShares Russell 3000 ETF worth $507K as of Q3 2026.
  • MONECO Advisors sold 9 iShares Russell 3000 ETF shares in Q3 2026, an estimated $3.89K.
  • iShares Russell 3000 ETF made up 0.03% of MONECO Advisors's portfolio in Q3 2026, its #387 holding.
  • MONECO Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 24 quarters since.
  • 558 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.