Mullaney, Keating & Wright’s iShares Russell 3000 ETF IWV Stock Holding History

Mullaney, Keating & Wright’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	$733K	Sell	1,718 -21	-1%	-$8.65K	0.35%	33
2026 Q1	$645K	Buy	1,739 +90	+5%	+$34.8K	0.35%	34
2025 Q4	$638K	Buy	1,649 +132	+9%	+$50.7K	0.34%	33
2025 Q3	$575K	Buy	1,517 +1	+0.1%	+$365	0.32%	36
2025 Q2	$532K	Hold	1,516	–	–	0.35%	34
2025 Q1	$481K	Buy	1,516 +1	+0.1%	+$335	0.32%	36
2024 Q4	$507K	Sell	1,515 -13	-0.9%	-$4.38K	0.34%	31
2024 Q3	$499K	Buy	1,528 +1	+0.1%	+$315	0.35%	33
2024 Q2	$471K	Buy	+1,527	New	+$456K	0.37%	29

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return