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IWV icon

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

Nestegg 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 		$1.06M Hold
2,497
– – 0.75% 17
2026
Q1 		$926K Hold
2,497
– – 0.81% 20
2025
Q4 		$966K Hold
2,497
– – 0.83% 19
2025
Q3 		$946K Hold
2,497
– – 0.84% 17
2025
Q2 		$876K Sell
2,497
-137
-5% -$44.5K 0.84% 18
2025
Q1 		$837K Hold
2,634
– – 0.89% 18
2024
Q4 		$904K Buy
+2,634
New +$887K 0.91% 20

Other funds holding IWV

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
BP
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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Nestegg Advisors's IWV Position: Q2 2026 in Review

Nestegg Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,497 shares worth $1.06M. The position accounts for 0.75% of the portfolio, ranked #17.

Nestegg Advisors first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Nestegg Advisors held 2,497 shares of iShares Russell 3000 ETF worth $1.06M as of Q2 2026.
  • Nestegg Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.75% of Nestegg Advisors's portfolio in Q2 2026, its #17 holding.
  • Nestegg Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.