Tennessee Valley Asset Management Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Tennessee Valley Asset Management Partners’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	$1.81M	Hold	4,249	–	–	0.2%	68
2026 Q1	$1.58M	Hold	4,249	–	–	0.21%	63
2025 Q4	$1.64M	Hold	4,249	–	–	0.21%	63
2025 Q3	$1.61M	Hold	4,249	–	–	0.22%	61
2025 Q2	$1.49M	Hold	4,249	–	–	0.38%	29
2025 Q1	$1.35M	Hold	4,249	–	–	0.22%	56
2024 Q4	$1.42M	Hold	4,249	–	–	0.24%	53
2024 Q3	$1.41M	Hold	4,249	–	–	0.23%	55
2024 Q2	$1.31M	Buy	+4,249	New	+$1.27M	0.25%	54

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IWV Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,249 shares worth $1.81M. The position accounts for 0.2% of the portfolio, ranked #68.

Tennessee Valley Asset Management Partners first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. 688 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Tennessee Valley Asset Management Partners held 4,249 shares of iShares Russell 3000 ETF worth $1.81M as of Q2 2026.
Tennessee Valley Asset Management Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.2% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #68 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
688 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.