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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rialto Wealth Management's IWV Position: Q1 2026 in Review

Rialto Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.07% in Q1 2026, selling an estimated $1.55K and leaving 5,867 shares worth $2.17M. The position accounts for 0.49% of the portfolio, ranked #47.

Rialto Wealth Management first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.49M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Rialto Wealth Management held 5,867 shares of iShares Russell 3000 ETF worth $2.17M as of Q1 2026.
  • Rialto Wealth Management sold 4 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.55K.
  • iShares Russell 3000 ETF made up 0.49% of Rialto Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Rialto Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares Russell 3000 ETF position peaked at $2.49M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.