Post Resch Tallon Group’s iShares Russell 3000 ETF IWV Stock Holding History

Post Resch Tallon 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 Q3	$12.2M	Buy	28,344 +587	+2%	+$254K	8.4%	2
2026 Q2	$11.8M	Sell	27,757 -320	-1%	-$132K	8.19%	2
2026 Q1	$10.5M	Buy	28,077 +1,104	+4%	+$427K	8.47%	2
2025 Q4	$10.4M	Buy	26,973 +2,996	+12%	+$1.15M	8.81%	2
2025 Q3	$9.09M	Buy	23,977 +255	+1%	+$93K	8.04%	2
2025 Q2	$8.33M	Sell	23,722 -32	-0.1%	-$10.4K	8.02%	2
2025 Q1	$7.51M	Buy	23,754 +945	+4%	+$317K	7.67%	2
2024 Q4	$7.61M	Buy	+22,809	New	+$7.68M	7.33%	2

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Post Resch Tallon Group's IWV Position: Q3 2026 in Review

Post Resch Tallon Group increased its iShares Russell 3000 ETF (IWV) stake by 2.1% in Q3 2026, buying an estimated $254K and bringing the position to 28,344 shares worth $12.2M. The position accounts for 8.4% of the portfolio, ranked #2.

Post Resch Tallon Group first reported a position in IWV in Q4 2024 and has held it in 8 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Post Resch Tallon Group held 28,344 shares of iShares Russell 3000 ETF worth $12.2M as of Q3 2026.
Post Resch Tallon Group bought 587 iShares Russell 3000 ETF shares in Q3 2026, an estimated $254K.
iShares Russell 3000 ETF made up 8.4% of Post Resch Tallon Group's portfolio in Q3 2026, its #2 holding.
Post Resch Tallon Group first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 8 quarters since.
46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.