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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
Q2 		$23.9K Buy
+56
New +$23.1K ﹤0.01% 484

Other funds holding IWV

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Toth Financial Advisory's IWV Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 56 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #484 among its holdings.

195 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Toth Financial Advisory held 56 shares of iShares Russell 3000 ETF worth $23.9K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Toth Financial Advisory position in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #484 holding.
  • 195 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.