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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

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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.

908 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.
  • 908 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.