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Rowlandmiller & Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Rowlandmiller & Partners’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 		$122K Hold
285
– – 0.02% 181
2026
Q1 		$106K Hold
285
– – 0.02% 185
2025
Q4 		$110K Hold
285
– – 0.02% 192
2025
Q3 		$108K Hold
285
– – 0.02% 185
2025
Q2 		$100K Buy
+285
New +$92.6K 0.02% 187
2022
Q2 		– Sell
-400
Closed -$105K – 184
2022
Q1 		$105K Hold
400
– – 0.02% 185
2021
Q4 		$111K Buy
+400
New +$108K 0.02% 180
2021
Q3 		– Sell
-400
Closed -$102K – 166
2021
Q2 		$102K Buy
+400
New +$99.7K 0.03% 179

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

Rowlandmiller & Partners's IWV Position: Q2 2026 in Review

Rowlandmiller & Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 285 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #181.

Rowlandmiller & Partners first reported a position in IWV in Q2 2021 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Rowlandmiller & Partners held 285 shares of iShares Russell 3000 ETF worth $122K as of Q2 2026.
  • Rowlandmiller & Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of Rowlandmiller & Partners's portfolio in Q2 2026, its #181 holding.
  • Rowlandmiller & Partners first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 8 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.