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

Rockwood 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	$434K	Sell	1,017 -21	-2%	-$8.65K	0.03%	89
2026 Q1	$385K	Hold	1,038	–	–	0.03%	83
2025 Q4	$401K	Hold	1,038	–	–	0.03%	77
2025 Q3	$393K	Hold	1,038	–	–	0.03%	73
2025 Q2	$364K	Buy	1,038 +1	+0.1%	+$325	0.03%	73
2025 Q1	$329K	Hold	1,037	–	–	0.03%	68
2024 Q4	$348K	Hold	1,037	–	–	0.04%	64
2024 Q3	$339K	Hold	1,037	–	–	0.04%	63
2024 Q2	$320K	Hold	1,037	–	–	0.04%	62
2024 Q1	$311K	Hold	1,037	–	–	0.04%	65
2023 Q4	$284K	Hold	1,037	–	–	0.04%	61
2023 Q3	$254K	Hold	1,037	–	–	0.04%	56
2023 Q2	$264K	Hold	1,037	–	–	0.05%	66
2023 Q1	$244K	Sell	1,037 -14	-1%	-$3.23K	0.05%	62
2022 Q4	$232K	Hold	1,051	–	–	0.05%	61
2022 Q3	$218K	Sell	1,051 -1	-0.1%	-$230	0.07%	64
2022 Q2	$229K	Hold	1,052	–	–	0.11%	64
2022 Q1	$276K	Buy	+1,052	New	+$272K	0.13%	62

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

Rockwood Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 2% in Q2 2026, selling an estimated $8.65K and leaving 1,017 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #89.

Rockwood Wealth Management first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Rockwood Wealth Management held 1,017 shares of iShares Russell 3000 ETF worth $434K as of Q2 2026.
Rockwood Wealth Management sold 21 iShares Russell 3000 ETF shares in Q2 2026, an estimated $8.65K.
iShares Russell 3000 ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #89 holding.
Rockwood Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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