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Ridgewood Investments’s iShares Russell 3000 ETF IWV Stock Holding History

Ridgewood Investments’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
Q3 		$284K Hold
658
– – 0.1% 194
2026
Q2 		$281K Hold
658
– – 0.11% 189
2026
Q1 		$244K Buy
+658
New +$255K 0.1% 191

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Ridgewood Investments's IWV Position: Q3 2026 in Review

Ridgewood Investments held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 658 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #194.

Ridgewood Investments first reported a position in IWV in Q1 2026 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Ridgewood Investments held 658 shares of iShares Russell 3000 ETF worth $284K as of Q3 2026.
  • Ridgewood Investments left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.1% of Ridgewood Investments's portfolio in Q3 2026, its #194 holding.
  • Ridgewood Investments first reported a position in iShares Russell 3000 ETF in Q1 2026 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.