RVW Wealth
IWV icon

RVW Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

RVW Wealth’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 		$657K Hold
1,522
– – 0.04% 104
2026
Q2 		$649K Hold
1,522
– – 0.04% 96
2026
Q1 		$564K Hold
1,522
– – 0.04% 104
2025
Q4 		$589K Hold
1,522
– – 0.05% 99
2025
Q3 		$577K Hold
1,522
– – 0.05% 100
2025
Q2 		$534K Buy
1,522
+58
+4% +$18.8K 0.05% 95
2025
Q1 		$465K Hold
1,464
– – 0.04% 97
2024
Q4 		$489K Hold
1,464
– – 0.05% 93
2024
Q3 		$478K Hold
1,464
– – 0.04% 94
2024
Q2 		$452K Sell
1,464
-4
-0.3% -$1.19K 0.05% 96
2024
Q1 		$441K Sell
1,468
-90
-6% -$25.7K 0.05% 95
2023
Q4 		$426K Sell
1,558
-34
-2% -$8.67K 0.05% 96
2023
Q3 		$390K Sell
1,592
-428
-21% -$109K 0.05% 97
2023
Q2 		$514K Sell
2,020
-423
-17% -$102K 0.06% 97
2023
Q1 		$575K Sell
2,443
-9
-0.4% -$2.08K 0.07% 93
2022
Q4 		$541K Buy
2,452
+660
+37% +$147K 0.07% 94
2022
Q3 		$371K Hold
1,792
– – 0.05% 104
2022
Q2 		$390K Hold
1,792
– – 0.05% 101
2022
Q1 		$470K Hold
1,792
– – 0.05% 93
2021
Q4 		$497K Hold
1,792
– – 0.06% 92
2021
Q3 		$0 Hold
1,792
– – ﹤0.01% 104
2021
Q2 		$0 Sell
1,792
-84
-4% -$20.9K ﹤0.01% 97
2021
Q1 		$1M Sell
1,876
-7
-0.4% -$1.63K 0.13% 80
2020
Q4 		$1M Hold
1,883
– – 0.15% 73
2020
Q3 		$369K Buy
1,883
+148
+9% +$28.6K 0.06% 79
2020
Q2 		$312K Sell
1,735
-850
-33% -$144K 0.06% 78
2020
Q1 		$383K Sell
2,585
-3,638
-58% -$647K 0.09% 78
2019
Q4 		$1.17M Hold
6,223
– – 0.26% 45
2019
Q3 		$1.08M Buy
+6,223
New +$1.08M 0.26% 42

Other funds holding IWV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

RVW Wealth's IWV Position: Q3 2026 in Review

RVW Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 1,522 shares worth $657K. The position accounts for 0.04% of the portfolio, ranked #104.

RVW Wealth first reported a position in IWV in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.17M in Q4 2019. 533 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • RVW Wealth held 1,522 shares of iShares Russell 3000 ETF worth $657K as of Q3 2026.
  • RVW Wealth left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up 0.04% of RVW Wealth's portfolio in Q3 2026, its #104 holding.
  • RVW Wealth first reported a position in iShares Russell 3000 ETF in Q3 2019 and has held it in 29 quarters since.
  • RVW Wealth's iShares Russell 3000 ETF position peaked at $1.17M in Q4 2019.
  • 533 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.