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Parkside Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Parkside Investments’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 		$251K Buy
+589
New +$243K 0.03% 88
2023
Q2 		– Sell
-35,625
Closed -$8.39M – 91
2023
Q1 		$8.39M Buy
35,625
+32,410
+1,008% +$7.48M 1.58% 26
2022
Q4 		$709K Buy
+3,215
New +$714K 0.14% 73
2022
Q3 		– Sell
-32,055
Closed -$6.97M – 88
2022
Q2 		$6.97M Buy
32,055
+19,985
+166% +$4.73M 1.47% 30
2022
Q1 		$3.17M Buy
12,070
+2,065
+21% +$535K 0.62% 45
2021
Q4 		$2.78M Buy
10,005
+760
+8% +$206K 0.53% 51
2021
Q3 		$2.36M Buy
9,245
+1,885
+26% +$494K 0.49% 49
2021
Q2 		$1.88M Buy
7,360
+1,220
+20% +$304K 0.36% 55
2021
Q1 		$1.46M Sell
6,140
-3,925
-39% -$912K 0.3% 62
2020
Q4 		$2.25M Buy
10,065
+6,525
+184% +$1.37M 0.5% 54
2020
Q3 		$692K Sell
3,540
-375
-10% -$72.6K 0.18% 79
2020
Q2 		$704K Sell
3,915
-7,670
-66% -$1.3M 0.19% 81
2020
Q1 		$1.72M Buy
11,585
+9,850
+568% +$1.75M 0.57% 62
2019
Q4 		$327K Buy
+1,735
New +$313K 0.08% 100

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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Parkside Investments's IWV Position: Q2 2026 in Review

Parkside Investments opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 589 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings. This is a return to the name: Parkside Investments previously reported a position in IWV as recently as Q1 2023.

Parkside Investments first reported a position in IWV in Q4 2019 and has held it in 14 quarters since. The position peaked at $8.39M in Q1 2023. 250 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Parkside Investments held 589 shares of iShares Russell 3000 ETF worth $251K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Parkside Investments position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.03% of Parkside Investments's portfolio in Q2 2026, its #88 holding.
  • Parkside Investments first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 14 quarters since.
  • Parkside Investments's iShares Russell 3000 ETF position peaked at $8.39M in Q1 2023.
  • 250 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.