PFG Advisors
IWV icon

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

PFG 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
Q3 		$334K Buy
773
+19
+3% +$8.21K 0.02% 618
2026
Q2 		$322K Sell
754
-3
-0.4% -$1.24K 0.02% 647
2026
Q1 		$281K Buy
+757
New +$293K 0.01% 673

Other funds holding IWV

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
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
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 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
Finley Financial
Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

PFG Advisors's IWV Position: Q3 2026 in Review

PFG Advisors increased its iShares Russell 3000 ETF (IWV) stake by 2.5% in Q3 2026, buying an estimated $8.21K and bringing the position to 773 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #618.

PFG Advisors first reported a position in IWV in Q1 2026 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • PFG Advisors held 773 shares of iShares Russell 3000 ETF worth $334K as of Q3 2026.
  • PFG Advisors bought 19 iShares Russell 3000 ETF shares in Q3 2026, an estimated $8.21K.
  • iShares Russell 3000 ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #618 holding.
  • PFG Advisors first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.