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Team Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Team Financial Group’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 		– Sell
-131
Closed -$48.6K – 158
2026
Q1 		$48.6K Hold
131
– – 0.02% 116
2025
Q4 		$50.7K Hold
131
– – 0.02% 104
2025
Q3 		$49.6K Hold
131
– – 0.02% 96
2025
Q2 		$46K Buy
+131
New +$42.5K 0.02% 94

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
BP
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
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Team Financial Group's IWV Position: Q2 2026 in Review

Team Financial Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 131 shares — an estimated $48.6K sold.

Team Financial Group first reported a position in IWV in Q2 2025 and held it in 4 quarters. The position peaked at $50.7K in Q4 2025. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Team Financial Group reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 131 iShares Russell 3000 ETF shares in Q2 2026, an estimated $48.6K.
  • Team Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's iShares Russell 3000 ETF position peaked at $50.7K in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.