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

Robertson Stephens 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 		$444K Hold
1,042
– – 0.01% 462
2026
Q1 		$386K Sell
1,042
-107
-9% -$41.4K 0.01% 459
2025
Q4 		$445K Buy
1,149
+1
+0.1% +$384 0.01% 454
2025
Q3 		$435K Sell
1,148
-1
-0.1% -$365 0.01% 382
2025
Q2 		$403K Sell
1,149
-18
-2% -$5.85K 0.01% 408
2025
Q1 		$371K Hold
1,167
– – 0.01% 413
2024
Q4 		$390K Buy
1,167
+38
+3% +$12.8K 0.01% 412
2024
Q3 		$369K Sell
1,129
-140
-11% -$44.1K 0.01% 485
2024
Q2 		$392K Buy
1,269
+51
+4% +$15.2K 0.02% 363
2024
Q1 		$365K Hold
1,218
– – 0.02% 395
2023
Q4 		$333K Hold
1,218
– – 0.02% 366
2023
Q3 		$300K Hold
1,218
– – 0.02% 375
2023
Q2 		$310K Sell
1,218
-21
-2% -$5.05K 0.02% 347
2023
Q1 		$292K Hold
1,239
– – 0.02% 370
2022
Q4 		$273K Sell
1,239
-2,555
-67% -$568K 0.03% 349
2022
Q3 		$785K Hold
3,794
– – 0.08% 177
2022
Q2 		$824K Sell
3,794
-58
-2% -$13.7K 0.08% 182
2022
Q1 		$1.01M Buy
3,852
+2,448
+174% +$634K 0.08% 180
2021
Q4 		$389K Hold
1,404
– – 0.03% 289
2021
Q3 		$357K Buy
1,404
+60
+4% +$15.7K 0.04% 236
2021
Q2 		$343K Hold
1,344
– – 0.04% 246
2021
Q1 		$318K Hold
1,344
– – 0.05% 225
2020
Q4 		$300K Hold
1,344
– – 0.06% 191
2020
Q3 		$263K Buy
+1,344
New +$260K 0.06% 185

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Robertson Stephens Wealth Management's IWV Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,042 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #462.

Robertson Stephens Wealth Management first reported a position in IWV in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.01M in Q1 2022. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Robertson Stephens Wealth Management held 1,042 shares of iShares Russell 3000 ETF worth $444K as of Q2 2026.
  • Robertson Stephens Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's iShares Russell 3000 ETF position peaked at $1.01M in Q1 2022.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.