Toth Financial Advisory
IWV icon

Toth Financial Advisory’s iShares Russell 3000 ETF IWV Stock Holding History

Toth Financial Advisory’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 		– Sell
-56
Closed -$23.9K – 1060
2026
Q2 		$23.9K Buy
+56
New +$23.1K ﹤0.01% 484

Other funds holding IWV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Sentinel Trust
Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Toth Financial Advisory's IWV Position: Q3 2026 in Review

Toth Financial Advisory sold out of iShares Russell 3000 ETF (IWV) in Q3 2026, closing a stake of 56 shares — an estimated $23.9K sold.

Toth Financial Advisory first reported a position in IWV in Q2 2026 and held it in 1 quarter. The position peaked at $23.9K in Q2 2026. 614 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Toth Financial Advisory reported no remaining iShares Russell 3000 ETF position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 56 iShares Russell 3000 ETF shares in Q3 2026, an estimated $23.9K.
  • Toth Financial Advisory first reported a position in iShares Russell 3000 ETF in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's iShares Russell 3000 ETF position peaked at $23.9K in Q2 2026.
  • 614 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.