SSWM
IWV icon

Smith Salley Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Smith Salley 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 		$1.46M Buy
3,413
+235
+7% +$96.8K 0.06% 137
2026
Q1 		$1.18M Sell
3,178
-43
-1% -$16.6K 0.06% 143
2025
Q4 		$1.25M Buy
3,221
+12
+0.4% +$4.61K 0.06% 142
2025
Q3 		$1.22M Sell
3,209
-30
-0.9% -$10.9K 0.06% 138
2025
Q2 		$1.14M Buy
3,239
+9
+0.3% +$2.92K 0.07% 138
2025
Q1 		$1.03M Buy
3,230
+43
+1% +$14.4K 0.07% 140
2024
Q4 		$1.07M Buy
3,187
+8
+0.3% +$2.69K 0.07% 140
2024
Q3 		$1.04M Sell
3,179
-8
-0.3% -$2.52K 0.07% 141
2024
Q2 		$984K Sell
3,187
-162
-5% -$48.3K 0.07% 139
2024
Q1 		$1M Sell
3,349
-157
-4% -$44.8K 0.08% 129
2023
Q4 		$960K Sell
3,506
-92
-3% -$23.5K 0.06% 143
2023
Q3 		$882K Sell
3,598
-17
-0.5% -$4.34K 0.07% 137
2023
Q2 		$920K Sell
3,615
-631
-15% -$152K 0.07% 133
2023
Q1 		$999K Buy
4,246
+60
+1% +$13.8K 0.08% 127
2022
Q4 		$924K Sell
4,186
-48
-1% -$10.7K 0.08% 131
2022
Q3 		$877K Buy
4,234
+144
+4% +$33.1K 0.08% 129
2022
Q2 		$889K Buy
4,090
+99
+2% +$23.4K 0.08% 135
2022
Q1 		$1.05M Sell
3,991
-43
-1% -$11.1K 0.08% 137
2021
Q4 		$1.12M Sell
4,034
-202
-5% -$54.7K 0.08% 140
2021
Q3 		$1.08M Buy
4,236
+6
+0.1% +$1.57K 0.09% 137
2021
Q2 		$1.08M Buy
4,230
+21
+0.5% +$5.24K 0.09% 136
2021
Q1 		$999K Sell
4,209
-4,349
-51% -$1.01M 0.09% 124
2020
Q4 		$1.91M Sell
8,558
-756
-8% -$159K 0.19% 87
2020
Q3 		$1.82M Buy
9,314
+2,034
+28% +$394K 0.22% 84
2020
Q2 		$1.31M Sell
7,280
-255
-3% -$43.2K 0.18% 89
2020
Q1 		$1.12M Buy
7,535
+149
+2% +$26.5K 0.19% 89
2019
Q4 		$1.39M Sell
7,386
-835
-10% -$151K 0.18% 91
2019
Q3 		$1.43M Buy
8,221
+283
+4% +$49.1K 0.2% 87
2019
Q2 		$1.37M Sell
7,938
-282
-3% -$47.8K 0.21% 88
2019
Q1 		$1.37M Sell
8,220
-18,671
-69% -$3M 0.22% 83
2018
Q4 		$3.95M Buy
26,891
+19,324
+255% +$3.07M 0.73% 51
2018
Q3 		$1.3M Buy
7,567
+642
+9% +$109K 0.21% 89
2018
Q2 		$1.12M Buy
6,925
+707
+11% +$114K 0.19% 90
2018
Q1 		$972K Sell
6,218
-86
-1% -$13.9K 0.17% 94
2017
Q4 		$997K Sell
6,304
-117
-2% -$18K 0.18% 98
2017
Q3 		$959K Sell
6,421
-374
-6% -$54.6K 0.18% 97
2017
Q2 		$979K Buy
6,795
+663
+11% +$94.2K 0.2% 100
2017
Q1 		$858K Buy
6,132
+326
+6% +$45K 0.18% 101
2016
Q4 		$772K Sell
5,806
-816
-12% -$106K 0.16% 100
2016
Q3 		$849K Sell
6,622
-171
-3% -$21.8K 0.19% 96
2016
Q2 		$842K Sell
6,793
-317
-4% -$38.7K 0.2% 95
2016
Q1 		$859K Buy
7,110
+23
+0.3% +$2.63K 0.22% 95
2015
Q4 		$853K Hold
7,087
– – 0.21% 100
2015
Q3 		$807K Sell
7,087
-162
-2% -$19.6K 0.22% 98
2015
Q2 		$899K Sell
7,249
-94
-1% -$11.8K 0.23% 97
2015
Q1 		$909K Sell
7,343
-145
-2% -$17.9K 0.23% 101
2014
Q4 		$916K Buy
7,488
+328
+5% +$39.1K 0.24% 103
2014
Q3 		$836K Buy
7,160
+152
+2% +$17.9K 0.22% 110
2014
Q2 		$825K Sell
7,008
-191
-3% -$21.7K 0.22% 111
2014
Q1 		$809K Sell
7,199
-115
-2% -$12.7K 0.51% 54
2013
Q4 		$809K Buy
7,314
+1,209
+20% +$128K 0.53% 53
2013
Q3 		$617K Buy
6,105
+521
+9% +$52.2K 0.5% 49
2013
Q2 		$538K Buy
+5,584
New +$535K 0.43% 54

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
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
SI
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
BP
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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Smith Salley Wealth Management's IWV Position: Q2 2026 in Review

Smith Salley Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 7.4% in Q2 2026, buying an estimated $96.8K and bringing the position to 3,413 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #137.

Smith Salley Wealth Management first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.95M in Q4 2018. 474 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Smith Salley Wealth Management held 3,413 shares of iShares Russell 3000 ETF worth $1.46M as of Q2 2026.
  • Smith Salley Wealth Management bought 235 iShares Russell 3000 ETF shares in Q2 2026, an estimated $96.8K.
  • iShares Russell 3000 ETF made up 0.06% of Smith Salley Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Smith Salley Wealth Management's iShares Russell 3000 ETF position peaked at $3.95M in Q4 2018.
  • 474 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.