QFW
IWV icon

QTR Family Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

QTR Family Wealth’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 		$281K Hold
658
– – 0.1% 233
2026
Q1 		$260K Buy
658
+8
+1% +$3.1K 0.11% 223
2025
Q4 		$256K Buy
+650
New +$249K 0.11% 211

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

QTR Family Wealth's IWV Position: Q2 2026 in Review

QTR Family Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 658 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #233.

QTR Family Wealth first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • QTR Family Wealth held 658 shares of iShares Russell 3000 ETF worth $281K as of Q2 2026.
  • QTR Family Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.1% of QTR Family Wealth's portfolio in Q2 2026, its #233 holding.
  • QTR Family Wealth first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.