Silvia McColl Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Silvia McColl Wealth 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	$2.32M	Sell	5,448 -35	-0.6%	-$14.4K	1.4%	17
2026 Q1	$2.03M	Sell	5,483 -12	-0.2%	-$4.64K	1.34%	18
2025 Q4	$2.13M	Sell	5,495 -9	-0.2%	-$3.45K	1.41%	17
2025 Q3	$2.09M	Sell	5,504 -40	-0.7%	-$14.6K	1.41%	16
2025 Q2	$1.95M	Sell	5,544 -13	-0.2%	-$4.22K	1.41%	18
2025 Q1	$1.77M	Sell	5,557 -27	-0.5%	-$9.05K	1.34%	17
2024 Q4	$1.87M	Sell	5,584 -27	-0.5%	-$9.09K	1.4%	18
2024 Q3	$1.83M	Sell	5,611 -15	-0.3%	-$4.72K	1.37%	17
2024 Q2	$1.74M	Sell	5,626 -16	-0.3%	-$4.78K	1.44%	14
2024 Q1	$1.66M	Sell	5,642 -49	-0.9%	-$14K	1.42%	14
2023 Q4	$1.56M	Hold	5,691	–	–	1.4%	17
2023 Q3	$1.39M	Hold	5,691	–	–	1.39%	14
2023 Q2	$1.45M	Sell	5,691 -86	-1%	-$20.7K	1.34%	14
2023 Q1	$1.36M	Sell	5,777 -25	-0.4%	-$5.77K	1.35%	16
2022 Q4	$1.28M	Buy	+5,802	New	+$1.29M	1.26%	20

Other funds holding IWV

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

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

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Silvia McColl Wealth Management's IWV Position: Q2 2026 in Review

Silvia McColl Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.64% in Q2 2026, selling an estimated $14.4K and leaving 5,448 shares worth $2.32M. The position accounts for 1.4% of the portfolio, ranked #17.

Silvia McColl Wealth Management first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Silvia McColl Wealth Management held 5,448 shares of iShares Russell 3000 ETF worth $2.32M as of Q2 2026.
Silvia McColl Wealth Management sold 35 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.4K.
iShares Russell 3000 ETF made up 1.4% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #17 holding.
Silvia McColl Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.