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Prospera Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Prospera Financial Services’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 		$648K Buy
1,511
+6
+0.4% +$2.47K 0.01% 940
2026
Q1 		$561K Buy
1,505
+48
+3% +$18.6K 0.01% 943
2025
Q4 		$567K Sell
1,457
-9
-0.6% -$3.45K 0.01% 880
2025
Q3 		$559K Buy
1,466
+3
+0.2% +$1.09K 0.01% 894
2025
Q2 		$517K Buy
1,463
+24
+2% +$7.79K 0.01% 889
2025
Q1 		$460K Buy
1,439
+20
+1% +$6.71K 0.01% 809
2024
Q4 		$478K Sell
1,419
-846
-37% -$285K 0.01% 758
2024
Q3 		$743K Sell
2,265
-20
-0.9% -$6.29K 0.02% 595
2024
Q2 		$709K Sell
2,285
-109
-5% -$32.5K 0.02% 595
2024
Q1 		$722K Sell
2,394
-61
-2% -$17.4K 0.02% 588
2023
Q4 		$672K Sell
2,455
-23
-0.9% -$5.86K 0.02% 567
2023
Q3 		$610K Sell
2,478
-87
-3% -$22.2K 0.02% 550
2023
Q2 		$656K Sell
2,565
-21
-0.8% -$5.05K 0.03% 527
2023
Q1 		$612K Sell
2,586
-64
-2% -$14.8K 0.03% 552
2022
Q4 		$585K Sell
2,650
-764
-22% -$170K 0.03% 493
2022
Q3 		$711K Buy
3,414
+290
+9% +$66.7K 0.04% 446
2022
Q2 		$683K Sell
3,124
-992
-24% -$235K 0.03% 447
2022
Q1 		$1.08M Sell
4,116
-88
-2% -$22.8K 0.05% 407
2021
Q4 		$1.17M Sell
4,204
-48
-1% -$13K 0.05% 372
2021
Q3 		$1.09M Sell
4,252
-162
-4% -$42.4K 0.05% 342
2021
Q2 		$1.14M Sell
4,414
-211
-5% -$52.6K 0.06% 348
2021
Q1 		$1.1M Sell
4,625
-960
-17% -$223K 0.07% 322
2020
Q4 		$1.25M Buy
5,585
+517
+10% +$109K 0.09% 250
2020
Q3 		$992K Sell
5,068
-2,514
-33% -$486K 0.38% 58
2020
Q2 		$1.36M Sell
7,582
-75
-1% -$12.7K 0.12% 202
2020
Q1 		$1.14M Sell
7,657
-517
-6% -$92K 0.12% 192
2019
Q4 		$1.54M Sell
8,174
-19
-0.2% -$3.42K 0.12% 209
2019
Q3 		$1.42M Buy
8,193
+3,185
+64% +$552K 0.15% 147
2019
Q2 		$867K Buy
5,008
+541
+12% +$91.8K 0.1% 179
2019
Q1 		$761K Buy
4,467
+6
+0.1% +$963 0.25% 116
2018
Q4 		$657K Sell
4,461
-30
-0.7% -$4.77K 0.13% 161
2018
Q3 		$741K Buy
4,491
+148
+3% +$25.1K 0.14% 158
2018
Q2 		$706K Buy
4,343
+18
+0.4% +$2.89K 0.1% 180
2018
Q1 		$676K Buy
4,325
+172
+4% +$27.8K 0.09% 193
2017
Q4 		$660K Buy
4,153
+2,124
+105% +$328K 0.1% 173
2017
Q3 		$304K Hold
2,029
– – 0.05% 318
2017
Q2 		$290K Hold
2,029
– – 0.05% 319
2017
Q1 		$283K Hold
2,029
– – 0.05% 277
2016
Q4 		$272K Hold
2,029
– – 0.05% 289
2016
Q3 		$260K Hold
2,029
– – 0.05% 296
2016
Q2 		$252K Hold
2,029
– – 0.05% 278
2016
Q1 		$245K Hold
2,029
– – 0.05% 257
2015
Q4 		$244K Hold
2,029
– – 0.05% 230
2015
Q3 		$231K Buy
+2,029
New +$246K 0.06% 231
2014
Q1 		– Sell
-14,895
Closed -$1.65M – 274
2013
Q4 		$1.65M Buy
+14,895
New +$1.58M 0.55% 39

Other funds holding IWV

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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Prospera Financial Services's IWV Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Russell 3000 ETF (IWV) stake by 0.4% in Q2 2026, buying an estimated $2.47K and bringing the position to 1,511 shares worth $648K. The position accounts for 0.01% of the portfolio, ranked #940.

Prospera Financial Services first reported a position in IWV in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.65M in Q4 2013. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Prospera Financial Services held 1,511 shares of iShares Russell 3000 ETF worth $648K as of Q2 2026.
  • Prospera Financial Services bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
  • iShares Russell 3000 ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #940 holding.
  • Prospera Financial Services first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 45 quarters since.
  • Prospera Financial Services's iShares Russell 3000 ETF position peaked at $1.65M in Q4 2013.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.