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Paradigm Strategies in Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Paradigm Strategies in Wealth Management’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 		$202K Buy
+474
New +$195K 0.12% 59
2021
Q3 		– Sell
-531
Closed -$136K – 134
2021
Q2 		$136K Buy
531
+1
+0.2% +$249 0.12% 64
2021
Q1 		$126K Buy
+530
New +$123K 0.12% 63

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Paradigm Strategies in Wealth Management's IWV Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 474 shares worth $202K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings. This is a return to the name: Paradigm Strategies in Wealth Management previously reported a position in IWV as recently as Q2 2021.

Paradigm Strategies in Wealth Management first reported a position in IWV in Q1 2021 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 474 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Paradigm Strategies in Wealth Management position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.12% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Paradigm Strategies in Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2021 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.