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Timonier Family Office’s iShares Russell 3000 ETF IWV Stock Holding History

Timonier Family Office’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 		$1.75M Buy
+4,101
New +$1.69M 0.49% 25
2025
Q4 		$1.73M Hold
4,468
– – 0.55% 25
2025
Q3 		$1.69M Hold
4,468
– – 0.55% 25
2025
Q2 		$1.57M Buy
+4,468
New +$1.45M 0.59% 24

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

Timonier Family Office's IWV Position: Q2 2026 in Review

Timonier Family Office opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 4,101 shares worth $1.75M. The stake represents 0.49% of the portfolio and ranks #25 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in IWV as recently as Q4 2025.

Timonier Family Office first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. 474 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Timonier Family Office held 4,101 shares of iShares Russell 3000 ETF worth $1.75M as of Q2 2026.
  • iShares Russell 3000 ETF was a new Timonier Family Office position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.49% of Timonier Family Office's portfolio in Q2 2026, its #25 holding.
  • Timonier Family Office first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • 474 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.