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Red Spruce Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Red Spruce Capital’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 		$1.01M Buy
2,375
+7
+0.3% +$2.88K 0.35% 66
2026
Q1 		$878K Buy
2,368
+67
+3% +$25.9K 0.36% 67
2025
Q4 		$890K Sell
2,301
-54
-2% -$20.7K 0.35% 69
2025
Q3 		$892K Sell
2,355
-172
-7% -$62.7K 0.36% 68
2025
Q2 		$887K Sell
2,527
-351
-12% -$114K 0.38% 68
2025
Q1 		$914K Sell
2,878
-194
-6% -$65K 0.43% 63
2024
Q4 		$1.03M Buy
3,072
+244
+9% +$82.1K 0.46% 61
2024
Q3 		$924K Sell
2,828
-79
-3% -$24.9K 0.42% 67
2024
Q2 		$897K Sell
2,907
-3,316
-53% -$990K 0.42% 66
2024
Q1 		$1.87M Sell
6,223
-187
-3% -$53.3K 0.87% 42
2023
Q4 		$1.75M Buy
6,410
+25
+0.4% +$6.37K 0.9% 43
2023
Q3 		$1.56M Sell
6,385
-12
-0.2% -$3.07K 0.89% 42
2023
Q2 		$1.63M Buy
6,397
+7
+0.1% +$1.68K 0.88% 44
2023
Q1 		$1.5M Sell
6,390
-163
-2% -$37.6K 0.88% 46
2022
Q4 		$1.45M Sell
6,553
-36
-0.5% -$8K 0.92% 42
2022
Q3 		$1.36M Buy
6,589
+62
+0.9% +$14.3K 0.96% 39
2022
Q2 		$1.42M Sell
6,527
-9
-0.1% -$2.13K 0.95% 40
2022
Q1 		$1.72M Sell
6,536
-10
-0.2% -$2.59K 0.97% 41
2021
Q4 		$1.82M Buy
6,546
+82
+1% +$22.2K 0.99% 36
2021
Q3 		$1.65M Sell
6,464
-194
-3% -$50.8K 0.96% 41
2021
Q2 		$1.7M Sell
6,658
-159
-2% -$39.6K 1.01% 41
2021
Q1 		$1.62M Buy
6,817
+84
+1% +$19.5K 1.03% 41
2020
Q4 		$1.5M Sell
6,733
-313
-4% -$65.7K 1.05% 36
2020
Q3 		$1.38M Sell
7,046
-91
-1% -$17.6K 1.12% 34
2020
Q2 		$1.28M Buy
7,137
+63
+0.9% +$10.7K 1.09% 33
2020
Q1 		$1.05M Buy
7,074
+91
+1% +$16.2K 1.09% 33
2019
Q4 		$1.32M Buy
+6,983
New +$1.26M 1.1% 40

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
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
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Red Spruce Capital's IWV Position: Q2 2026 in Review

Red Spruce Capital increased its iShares Russell 3000 ETF (IWV) stake by 0.3% in Q2 2026, buying an estimated $2.88K and bringing the position to 2,375 shares worth $1.01M. The position accounts for 0.35% of the portfolio, ranked #66.

Red Spruce Capital first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.87M in Q1 2024. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Red Spruce Capital held 2,375 shares of iShares Russell 3000 ETF worth $1.01M as of Q2 2026.
  • Red Spruce Capital bought 7 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.88K.
  • iShares Russell 3000 ETF made up 0.35% of Red Spruce Capital's portfolio in Q2 2026, its #66 holding.
  • Red Spruce Capital first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
  • Red Spruce Capital's iShares Russell 3000 ETF position peaked at $1.87M in Q1 2024.
  • 165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Red Spruce Capital's 13F filing for Q2 2026, filed 7 Jul 2026.