SFS
IWV icon

Summit Financial Strategies’s iShares Russell 3000 ETF IWV Stock Holding History

Summit Financial Strategies’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 		$521K Hold
1,221
– – 0.04% 97
2026
Q1 		$453K Sell
1,221
-11
-0.9% -$4.25K 0.04% 102
2025
Q4 		$477K Hold
1,232
– – 0.04% 93
2025
Q3 		$467K Hold
1,232
– – 0.04% 95
2025
Q2 		$432K Hold
1,232
– – 0.04% 94
2025
Q1 		$391K Hold
1,232
– – 0.04% 96
2024
Q4 		$412K Hold
1,232
– – 0.05% 93
2024
Q3 		$403K Sell
1,232
-9
-0.7% -$2.83K 0.05% 95
2024
Q2 		$383K Sell
1,241
-308
-20% -$91.9K 0.05% 98
2024
Q1 		$465K Hold
1,549
– – 0.06% 84
2023
Q4 		$424K Hold
1,549
– – 0.06% 82
2023
Q3 		$380K Hold
1,549
– – 0.07% 82
2023
Q2 		$394K Hold
1,549
– – 0.07% 82
2023
Q1 		$365K Hold
1,549
– – 0.07% 84
2022
Q4 		$342K Hold
1,549
– – 0.07% 83
2022
Q3 		$321K Hold
1,549
– – 0.08% 84
2022
Q2 		$337K Hold
1,549
– – 0.08% 78
2022
Q1 		$406K Hold
1,549
– – 0.08% 72
2021
Q4 		$430K Sell
1,549
-109
-7% -$29.5K 0.08% 71
2021
Q3 		$423K Hold
1,658
– – 0.08% 73
2021
Q2 		$424K Hold
1,658
– – 0.08% 73
2021
Q1 		$393K Hold
1,658
– – 0.14% 42
2020
Q4 		$371K Hold
1,658
– – 0.13% 54
2020
Q3 		$324K Hold
1,658
– – 0.13% 54
2020
Q2 		$299K Buy
+1,658
New +$281K 0.13% 57

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Summit Financial Strategies's IWV Position: Q2 2026 in Review

Summit Financial Strategies held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,221 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #97.

Summit Financial Strategies first reported a position in IWV in Q2 2020 and has held it in 25 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Summit Financial Strategies held 1,221 shares of iShares Russell 3000 ETF worth $521K as of Q2 2026.
  • Summit Financial Strategies left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #97 holding.
  • Summit Financial Strategies first reported a position in iShares Russell 3000 ETF in Q2 2020 and has held it in 25 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.