RW
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
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

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

RVW Wealth's IWV Position: Q2 2026 in Review

RVW Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,522 shares worth $649K. The position accounts for 0.04% of the portfolio, ranked #96.

RVW Wealth first reported a position in IWV in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.17M in Q4 2019. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • RVW Wealth held 1,522 shares of iShares Russell 3000 ETF worth $649K as of Q2 2026.
  • RVW Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of RVW Wealth's portfolio in Q2 2026, its #96 holding.
  • RVW Wealth first reported a position in iShares Russell 3000 ETF in Q3 2019 and has held it in 28 quarters since.
  • RVW Wealth's iShares Russell 3000 ETF position peaked at $1.17M in Q4 2019.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.