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Proathlete Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Proathlete 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 		$2.15K Hold
5
– – ﹤0.01% 209
2026
Q1 		$1.87K Hold
5
– – ﹤0.01% 220
2025
Q4 		$1.94K Hold
5
– – ﹤0.01% 230
2025
Q3 		$1.9K Sell
5
-71
-93% -$25.9K ﹤0.01% 183
2025
Q2 		$26.7K Buy
+76
New +$24.7K 0.01% 138

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

Proathlete Wealth Management's IWV Position: Q2 2026 in Review

Proathlete Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 5 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #209.

Proathlete Wealth Management first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. The position peaked at $26.7K in Q2 2025. 214 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Proathlete Wealth Management held 5 shares of iShares Russell 3000 ETF worth $2.15K as of Q2 2026.
  • Proathlete Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Proathlete Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's iShares Russell 3000 ETF position peaked at $26.7K in Q2 2025.
  • 214 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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