Signature Resources Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

Signature Resources Capital Management’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	$2.72M	Hold	6,380	–	–	1.07%	18
2026 Q1	$2.36M	Hold	6,380	–	–	1.12%	16
2025 Q4	$2.47M	Hold	6,380	–	–	1.25%	17
2025 Q3	$2.42M	Hold	6,380	–	–	1.32%	17
2025 Q2	$2.24M	Buy	+6,380	New	+$2.07M	1.36%	15

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

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

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Signature Resources Capital Management's IWV Position: Q2 2026 in Review

Signature Resources Capital Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 6,380 shares worth $2.72M. The position accounts for 1.07% of the portfolio, ranked #18.

Signature Resources Capital Management first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Signature Resources Capital Management held 6,380 shares of iShares Russell 3000 ETF worth $2.72M as of Q2 2026.
Signature Resources Capital Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 1.07% of Signature Resources Capital Management's portfolio in Q2 2026, its #18 holding.
Signature Resources Capital Management first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.