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Omega Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Omega Financial Group’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 		$211K Buy
+495
New +$204K 0.06% 89

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Omega Financial Group's IWV Position: Q2 2026 in Review

Omega Financial Group opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 495 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings.

424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Omega Financial Group held 495 shares of iShares Russell 3000 ETF worth $211K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Omega Financial Group position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.06% of Omega Financial Group's portfolio in Q2 2026, its #89 holding.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.