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Sapient Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Sapient 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
Q3 		$317K Hold
734
– – ﹤0.01% 315
2026
Q2 		$313K Hold
734
– – ﹤0.01% 321
2026
Q1 		$272K Hold
734
– – ﹤0.01% 374
2025
Q4 		$286K Hold
734
– – ﹤0.01% 344
2025
Q3 		$277K Hold
734
– – ﹤0.01% 327
2025
Q2 		$258K Hold
734
– – ﹤0.01% 326
2025
Q1 		$233K Hold
734
– – ﹤0.01% 330
2024
Q4 		$245K Hold
734
– – ﹤0.01% 334
2024
Q3 		$240K Hold
734
– – ﹤0.01% 350
2024
Q2 		$227K Hold
734
– – ﹤0.01% 332
2024
Q1 		$220K Sell
734
-21
-3% -$5.99K ﹤0.01% 344
2023
Q4 		$207K Buy
+755
New +$193K 0.01% 361

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Sapient Capital's IWV Position: Q3 2026 in Review

Sapient Capital held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 734 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Sapient Capital first reported a position in IWV in Q4 2023 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Sapient Capital held 734 shares of iShares Russell 3000 ETF worth $317K as of Q3 2026.
  • Sapient Capital left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Sapient Capital's portfolio in Q3 2026, its #315 holding.
  • Sapient Capital first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 12 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.