MOTCO’s iShares Russell 3000 ETF IWV Stock Holding History

MOTCO’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	$29.4K	Hold	68	–	–	﹤0.01%	392
2026 Q2	$29K	Hold	68	–	–	﹤0.01%	356
2026 Q1	$25.2K	Hold	68	–	–	﹤0.01%	393
2025 Q4	$26.3K	Hold	68	–	–	﹤0.01%	383
2025 Q3	$25.8K	Hold	68	–	–	﹤0.01%	383
2025 Q2	$24.4K	Hold	68	–	–	﹤0.01%	367
2025 Q1	$21.6K	Hold	68	–	–	﹤0.01%	355
2024 Q4	$22.7K	Sell	68 -57	-46%	-$19.2K	﹤0.01%	342
2024 Q3	$40.8K	Sell	125 -50	-29%	-$15.7K	﹤0.01%	350
2024 Q2	$54K	Hold	175	–	–	﹤0.01%	410
2024 Q1	$52.5K	Hold	175	–	–	﹤0.01%	391
2023 Q4	$47.9K	Hold	175	–	–	﹤0.01%	358
2023 Q3	$42.9K	Hold	175	–	–	﹤0.01%	374
2023 Q2	$44.5K	Hold	175	–	–	﹤0.01%	365
2023 Q1	$41.2K	Sell	175 -32	-15%	-$7.39K	﹤0.01%	359
2022 Q4	$45.7K	Hold	207	–	–	﹤0.01%	350
2022 Q3	$43K	Hold	207	–	–	﹤0.01%	371
2022 Q2	$45K	Hold	207	–	–	﹤0.01%	364
2022 Q1	$54K	Sell	207 -225	-52%	-$58.2K	﹤0.01%	345
2021 Q4	$120K	Sell	432 -197	-31%	-$53.4K	0.01%	274
2021 Q3	$160K	Hold	629	–	–	0.01%	254
2021 Q2	$161K	Hold	629	–	–	0.01%	257
2021 Q1	$149K	Hold	629	–	–	0.01%	258
2020 Q4	$141K	Buy	+629	New	+$132K	0.01%	268
2019 Q3	–	Sell	-7,000	Closed	-$1.21M	–	633
2019 Q2	$1.21M	Buy	+7,000	New	+$1.19M	0.11%	132

Other funds holding IWV

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

MOTCO's IWV Position: Q3 2026 in Review

MOTCO held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 68 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

MOTCO first reported a position in IWV in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.21M in Q2 2019. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

MOTCO held 68 shares of iShares Russell 3000 ETF worth $29.4K as of Q3 2026.
MOTCO left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #392 holding.
MOTCO first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 25 quarters since.
MOTCO's iShares Russell 3000 ETF position peaked at $1.21M in Q2 2019.
614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.