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Sax Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Sax Wealth Advisors’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 		$5.05M Buy
13,630
+3,482
+34% +$1.43M 0.21% 84
2026
Q1 		$3.93M Hold
10,148
– – 0.19% 82
2025
Q4 		$3.93M Sell
10,148
-72
-0.7% -$27.6K 0.18% 83
2025
Q3 		$3.87M Sell
10,220
-451
-4% -$164K 0.21% 70
2025
Q2 		$3.75M Buy
10,671
+660
+7% +$214K 0.23% 68
2025
Q1 		$3.18M Buy
10,011
+455
+5% +$153K 0.23% 64
2024
Q4 		$3.19M Sell
9,556
-249
-3% -$83.8K 0.25% 54
2024
Q3 		$3.2M Sell
9,805
-218
-2% -$68.6K 0.29% 43
2024
Q2 		$3.09M Sell
10,023
-250
-2% -$74.6K 0.29% 45
2024
Q1 		$3.08M Buy
10,273
+9
+0.1% +$2.57K 0.36% 33
2023
Q4 		$2.81M Buy
10,264
+27
+0.3% +$6.88K 0.46% 40
2023
Q3 		$2.51M Buy
10,237
+40
+0.4% +$10.2K 0.49% 38
2023
Q2 		$2.59M Sell
10,197
-166
-2% -$39.9K 0.52% 37
2023
Q1 		$2.44M Buy
10,363
+350
+3% +$80.8K 0.53% 37
2022
Q4 		$2.21M Buy
10,013
+116
+1% +$25.8K 0.51% 39
2022
Q3 		$2.05M Sell
9,897
-966
-9% -$222K 0.53% 36
2022
Q2 		$2.36M Sell
10,863
-853
-7% -$202K 0.6% 34
2022
Q1 		$3.07M Buy
11,716
+14
+0.1% +$3.62K 0.74% 27
2021
Q4 		$3.25M Buy
11,702
+13
+0.1% +$3.52K 0.68% 30
2021
Q3 		$2.98M Buy
11,689
+20
+0.2% +$5.24K 0.71% 30
2021
Q2 		$2.99M Sell
11,669
-212
-2% -$52.8K 1.02% 26
2021
Q1 		$2.82M Buy
11,881
+389
+3% +$90.3K 1.03% 27
2020
Q4 		$2.57M Buy
+11,492
New +$2.41M 1.18% 24

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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Sax Wealth Advisors's IWV Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 3000 ETF (IWV) stake by 34% in Q2 2026, buying an estimated $1.43M and bringing the position to 13,630 shares worth $5.05M. The position accounts for 0.21% of the portfolio, ranked #84.

Sax Wealth Advisors first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. 189 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Sax Wealth Advisors held 13,630 shares of iShares Russell 3000 ETF worth $5.05M as of Q2 2026.
  • Sax Wealth Advisors bought 3,482 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Russell 3000 ETF made up 0.21% of Sax Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.