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TBH Global Asset Management’s iShares Russell 3000 ETF IWV Stock Holding History

TBH Global Asset 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 		$953K Hold
2,236
– – 0.17% 121
2026
Q1 		$829K Buy
+2,236
New +$865K 0.17% 121
2025
Q4 		– Sell
-2,236
Closed -$847K – 262
2025
Q3 		$847K Buy
+2,236
New +$815K 0.17% 123
2025
Q1 		– Sell
-2,197
Closed -$734K – 196
2024
Q4 		$734K Hold
2,197
– – 0.17% 111
2024
Q3 		$718K Hold
2,197
– – 0.16% 124
2024
Q2 		$678K Hold
2,197
– – 0.15% 121
2024
Q1 		$659K Buy
2,197
+22
+1% +$6.28K 0.13% 120
2023
Q4 		$595K Hold
2,175
– – 0.12% 128
2023
Q3 		$533K Hold
2,175
– – 0.1% 146
2023
Q2 		$553K Hold
2,175
– – 0.11% 138
2023
Q1 		$512K Hold
2,175
– – 0.11% 134
2022
Q4 		$480K Hold
2,175
– – 0.12% 119
2022
Q3 		$450K Hold
2,175
– – 0.12% 115
2022
Q2 		$473K Hold
2,175
– – 0.11% 117
2022
Q1 		$571K Hold
2,175
– – 0.12% 114
2021
Q4 		$604K Hold
2,175
– – 0.13% 116
2021
Q3 		$554K Hold
2,175
– – 0.13% 115
2021
Q2 		$557K Hold
2,175
– – 0.13% 113
2021
Q1 		$516K Hold
2,175
– – 0.13% 110
2020
Q4 		$486K Hold
2,175
– – 0.15% 104
2020
Q3 		$426K Buy
+2,175
New +$421K 0.15% 109

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

TBH Global Asset Management's IWV Position: Q2 2026 in Review

TBH Global Asset Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,236 shares worth $953K. The position accounts for 0.17% of the portfolio, ranked #121.

TBH Global Asset Management first reported a position in IWV in Q3 2020 and has held it in 21 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • TBH Global Asset Management held 2,236 shares of iShares Russell 3000 ETF worth $953K as of Q2 2026.
  • TBH Global Asset Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.17% of TBH Global Asset Management's portfolio in Q2 2026, its #121 holding.
  • TBH Global Asset Management first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 21 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.