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McCarley & Cook Financial Planners’s iShares Russell 3000 ETF IWV Stock Holding History

McCarley & Cook Financial Planners’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 		$201K Hold
465
– – 0.15% 52
2026
Q2 		$198K Hold
465
– – 0.15% 51
2026
Q1 		$172K Hold
465
– – 0.15% 55
2025
Q4 		$180K Buy
+465
New +$178K 0.16% 52

Other funds holding IWV

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

McCarley & Cook Financial Planners's IWV Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 465 shares worth $201K. The position accounts for 0.15% of the portfolio, ranked #52.

McCarley & Cook Financial Planners first reported a position in IWV in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • McCarley & Cook Financial Planners held 465 shares of iShares Russell 3000 ETF worth $201K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.15% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #52 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.