Poinciana Advisors Group’s iShares Russell 3000 ETF IWV Stock Holding History

Poinciana Advisors 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	$677K	Hold	1,587	–	–	0.5%	33
2026 Q1	$588K	Hold	1,587	–	–	0.46%	37
2025 Q4	$614K	Hold	1,587	–	–	0.48%	35
2025 Q3	$601K	Sell	1,587 -14	-0.9%	-$5.11K	0.51%	34
2025 Q2	$562K	Hold	1,601	–	–	0.51%	32
2025 Q1	$509K	Hold	1,601	–	–	0.53%	28
2024 Q4	$535K	Buy	+1,601	New	+$539K	0.54%	29

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Poinciana Advisors Group's IWV Position: Q2 2026 in Review

Poinciana Advisors Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,587 shares worth $677K. The position accounts for 0.5% of the portfolio, ranked #33.

Poinciana Advisors Group first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Poinciana Advisors Group held 1,587 shares of iShares Russell 3000 ETF worth $677K as of Q2 2026.
Poinciana Advisors Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.5% of Poinciana Advisors Group's portfolio in Q2 2026, its #33 holding.
Poinciana Advisors Group first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.