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Rossmore Private Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Rossmore Private Capital’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 		$1.6M Buy
3,754
+185
+5% +$76.2K 0.13% 116
2026
Q1 		$1.32M Buy
3,569
+370
+12% +$143K 0.12% 124
2025
Q4 		$1.24M Buy
3,199
+152
+5% +$58.3K 0.11% 128
2025
Q3 		$1.15M Buy
3,047
+205
+7% +$74.7K 0.12% 122
2025
Q2 		$998K Sell
2,842
-2,715
-49% -$882K 0.12% 130
2025
Q1 		$1.77M Buy
5,557
+90
+2% +$30.2K 0.22% 83
2024
Q4 		$1.83M Buy
5,467
+3,224
+144% +$1.09M 0.23% 83
2024
Q3 		$774K Buy
2,243
+1,275
+132% +$401K 0.1% 147
2024
Q2 		$299K Buy
+968
New +$289K 0.04% 201

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

Rossmore Private Capital's IWV Position: Q2 2026 in Review

Rossmore Private Capital increased its iShares Russell 3000 ETF (IWV) stake by 5.2% in Q2 2026, buying an estimated $76.2K and bringing the position to 3,754 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #116.

Rossmore Private Capital first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2024. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Rossmore Private Capital held 3,754 shares of iShares Russell 3000 ETF worth $1.6M as of Q2 2026.
  • Rossmore Private Capital bought 185 iShares Russell 3000 ETF shares in Q2 2026, an estimated $76.2K.
  • iShares Russell 3000 ETF made up 0.13% of Rossmore Private Capital's portfolio in Q2 2026, its #116 holding.
  • Rossmore Private Capital first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • Rossmore Private Capital's iShares Russell 3000 ETF position peaked at $1.83M in Q4 2024.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.