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Moody Lynn & Lieberson’s iShares Russell 3000 ETF IWV Stock Holding History

Moody Lynn & Lieberson’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 		$206K Buy
+482
New +$199K 0.01% 257

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

Moody Lynn & Lieberson's IWV Position: Q2 2026 in Review

Moody Lynn & Lieberson opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 482 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

408 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Moody Lynn & Lieberson held 482 shares of iShares Russell 3000 ETF worth $206K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Moody Lynn & Lieberson position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #257 holding.
  • 408 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.