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

Rialto 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	$2.44M	Sell	5,729 -138	-2%	-$56.9K	0.48%	50
2026 Q1	$2.17M	Sell	5,867 -4	-0.1%	-$1.55K	0.49%	47
2025 Q4	$2.27M	Sell	5,871 -688	-10%	-$264K	0.54%	41
2025 Q3	$2.49M	Sell	6,559 -228	-3%	-$83.1K	0.64%	36
2025 Q2	$2.38M	Hold	6,787	–	–	0.67%	40
2025 Q1	$2.16M	Sell	6,787 -138	-2%	-$46.3K	0.68%	39
2024 Q4	$2.31M	Buy	+6,925	New	+$2.33M	0.76%	34

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Rialto Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q2 2026, selling an estimated $56.9K and leaving 5,729 shares worth $2.44M. The position accounts for 0.48% of the portfolio, ranked #50.

Rialto Wealth Management first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.49M in Q3 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Rialto Wealth Management held 5,729 shares of iShares Russell 3000 ETF worth $2.44M as of Q2 2026.
Rialto Wealth Management sold 138 iShares Russell 3000 ETF shares in Q2 2026, an estimated $56.9K.
iShares Russell 3000 ETF made up 0.48% of Rialto Wealth Management's portfolio in Q2 2026, its #50 holding.
Rialto Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Rialto Wealth Management's iShares Russell 3000 ETF position peaked at $2.49M in Q3 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.