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TFC Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

TFC Financial 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 		$160K Hold
375
– – 0.02% 162
2026
Q1 		$139K Hold
375
– – 0.02% 165
2025
Q4 		$145K Hold
375
– – 0.02% 162
2025
Q3 		$142K Hold
375
– – 0.02% 153
2025
Q2 		$132K Hold
375
– – 0.02% 165
2025
Q1 		$119K Hold
375
– – 0.02% 171
2024
Q4 		$125K Buy
+375
New +$126K 0.02% 165

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

TFC Financial Management's IWV Position: Q2 2026 in Review

TFC Financial Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 375 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #162.

TFC Financial Management first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 474 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • TFC Financial Management held 375 shares of iShares Russell 3000 ETF worth $160K as of Q2 2026.
  • TFC Financial Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #162 holding.
  • TFC Financial Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.