Third View Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Third View Private Wealth’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	$721K	Hold	1,690	–	–	0.09%	152
2026 Q1	$626K	Hold	1,690	–	–	0.09%	149
2025 Q4	$654K	Buy	+1,690	New	+$649K	0.09%	154

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

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

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Third View Private Wealth's IWV Position: Q2 2026 in Review

Third View Private Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,690 shares worth $721K. The position accounts for 0.09% of the portfolio, ranked #152.

Third View Private Wealth first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Third View Private Wealth held 1,690 shares of iShares Russell 3000 ETF worth $721K as of Q2 2026.
Third View Private Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.09% of Third View Private Wealth's portfolio in Q2 2026, its #152 holding.
Third View Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.