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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
Q3 		$56.5K Buy
+131
New +$56.6K 0.02% 115
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

American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Team Financial Group's IWV Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2026: 131 shares worth $56.5K. The stake represents 0.02% of the portfolio and ranks #115 among its holdings. This is a return to the name: Team Financial Group previously reported a position in IWV as recently as Q1 2026.

Team Financial Group first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Team Financial Group held 131 shares of iShares Russell 3000 ETF worth $56.5K as of Q3 2026.
  • iShares Russell 3000 ETF was a new Team Financial Group position in Q3 2026.
  • iShares Russell 3000 ETF made up 0.02% of Team Financial Group's portfolio in Q3 2026, its #115 holding.
  • Team Financial Group first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
  • 791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.