Motive Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Motive Wealth 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 Q2	$1.92M	Hold	4,508	–	–	0.79%	25
2026 Q1	$1.67M	Hold	4,508	–	–	0.78%	25
2025 Q4	$1.74M	Hold	4,508	–	–	0.74%	25
2025 Q3	$1.71M	Hold	4,508	–	–	0.74%	25
2025 Q2	$1.58M	Hold	4,508	–	–	0.72%	24
2025 Q1	$1.43M	Hold	4,508	–	–	0.77%	23
2024 Q4	$1.51M	Sell	4,508 -36	-0.8%	-$12.1K	0.81%	24
2024 Q3	$1.4M	Hold	4,544	–	–	0.84%	22
2024 Q2	$1.4M	Hold	4,544	–	–	0.84%	22
2024 Q1	$1.36M	Buy	+4,544	New	+$1.3M	0.83%	23
2023 Q1	–	Sell	-4,599	Closed	-$1.01M	–	55
2022 Q4	$1.01M	Sell	4,599 -112	-2%	-$24.9K	0.78%	23
2022 Q3	$975K	Hold	4,711	–	–	0.79%	24
2022 Q2	$1.02M	Hold	4,711	–	–	0.81%	26
2022 Q1	$1.24M	Sell	4,711 -2,643	-36%	-$684K	0.85%	29
2021 Q4	$2.04M	Buy	7,354 +4,784	+186%	+$1.3M	1.23%	19
2021 Q3	$655K	Hold	2,570	–	–	0.44%	49
2021 Q2	$658K	Buy	+2,570	New	+$641K	0.47%	50

Other funds holding IWV

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

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Motive Wealth Advisors's IWV Position: Q2 2026 in Review

Motive Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,508 shares worth $1.92M. The position accounts for 0.79% of the portfolio, ranked #25.

Motive Wealth Advisors first reported a position in IWV in Q2 2021 and has held it in 17 quarters since. The position peaked at $2.04M in Q4 2021. 190 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Motive Wealth Advisors held 4,508 shares of iShares Russell 3000 ETF worth $1.92M as of Q2 2026.
Motive Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.79% of Motive Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Motive Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 17 quarters since.
Motive Wealth Advisors's iShares Russell 3000 ETF position peaked at $2.04M in Q4 2021.
190 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.