TS Financial Group (TSFG)’s iShares Russell 3000 ETF IWV Stock Holding History

TS Financial Group (TSFG)’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	$171K	Hold	400	–	–	0.02%	213
2026 Q1	$148K	Hold	400	–	–	0.02%	205
2025 Q4	$155K	Hold	400	–	–	0.02%	200
2025 Q3	$152K	Hold	400	–	–	0.02%	200
2025 Q2	$140K	Hold	400	–	–	0.03%	195
2025 Q1	$127K	Hold	400	–	–	0.03%	189
2024 Q4	$134K	Hold	400	–	–	0.03%	183
2024 Q3	$131K	Hold	400	–	–	0.03%	185
2024 Q2	$123K	Hold	400	–	–	0.03%	176
2024 Q1	$120K	Hold	400	–	–	0.03%	178
2023 Q4	$109K	Hold	400	–	–	0.03%	194
2023 Q3	$98K	Hold	400	–	–	0.03%	201
2023 Q2	$102K	Hold	400	–	–	0.04%	187
2023 Q1	$94K	Hold	400	–	–	0.03%	197
2022 Q4	$88K	Hold	400	–	–	0.04%	208
2022 Q3	$83K	Hold	400	–	–	0.04%	189
2022 Q2	$87K	Hold	400	–	–	0.04%	199
2022 Q1	$105K	Hold	400	–	–	0.04%	195
2021 Q4	$111K	Hold	400	–	–	0.04%	197
2021 Q3	$102K	Hold	400	–	–	0.04%	210
2021 Q2	$102K	Hold	400	–	–	0.04%	207
2021 Q1	$95K	Hold	400	–	–	0.05%	174
2020 Q4	$89K	Hold	400	–	–	0.05%	175
2020 Q3	$78K	Hold	400	–	–	0.05%	167
2020 Q2	$72K	Hold	400	–	–	0.05%	166
2020 Q1	$59K	Hold	400	–	–	0.05%	172
2019 Q4	$75K	Hold	400	–	–	0.06%	179
2019 Q3	$70K	Sell	400 -426	-52%	-$73.9K	0.05%	176
2019 Q2	$142K	Hold	826	–	–	0.11%	107
2019 Q1	$138K	Buy	+826	New	+$133K	0.12%	107

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

TS Financial Group (TSFG)'s IWV Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 400 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #213.

TS Financial Group (TSFG) first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

TS Financial Group (TSFG) held 400 shares of iShares Russell 3000 ETF worth $171K as of Q2 2026.
TS Financial Group (TSFG) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #213 holding.
TS Financial Group (TSFG) first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.