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Twin Focus Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Twin Focus Capital Partners’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 		$4.79M Sell
11,226
-27
-0.2% -$11.1K 0.49% 47
2026
Q1 		$4.17M Hold
11,253
– – 0.48% 47
2025
Q4 		$4.35M Sell
11,253
-107
-0.9% -$41.1K 0.5% 45
2025
Q3 		$4.3M Hold
11,360
– – 0.55% 39
2025
Q2 		$3.99M Sell
11,360
-160
-1% -$52K 0.56% 42
2025
Q1 		$3.66M Sell
11,520
-875
-7% -$293K 0.57% 42
2024
Q4 		$4.14M Sell
12,395
-131
-1% -$44.1K 0.61% 40
2024
Q3 		$4.09M Hold
12,526
– – 0.65% 38
2024
Q2 		$3.87M Sell
12,526
-400
-3% -$119K 0.62% 40
2024
Q1 		$3.88M Hold
12,926
– – 0.74% 36
2023
Q4 		$3.54M Sell
12,926
-350
-3% -$89.2K 0.72% 38
2023
Q3 		$3.25M Hold
13,276
– – 0.73% 39
2023
Q2 		$3.38M Sell
13,276
-26,100
-66% -$6.28M 0.68% 38
2023
Q1 		$9.27M Hold
39,376
– – 1.84% 15
2022
Q4 		$8.69M Buy
39,376
+32,775
+497% +$7.28M 1.81% 15
2022
Q3 		$1.37M Hold
6,601
– – 0.33% 51
2022
Q2 		$1.44M Sell
6,601
-125
-2% -$29.6K 0.32% 51
2022
Q1 		$1.76M Buy
6,726
+100
+2% +$25.9K 0.34% 48
2021
Q4 		$1.84M Buy
6,626
+490
+8% +$133K 0.37% 45
2021
Q3 		$1.56M Hold
6,136
– – 0.37% 46
2021
Q2 		$1.57M Buy
6,136
+900
+17% +$224K 0.36% 48
2021
Q1 		$1.24M Hold
5,236
– – 0.36% 51
2020
Q4 		$1.17M Sell
5,236
-75
-1% -$15.8K 0.36% 47
2020
Q3 		$1.04M Hold
5,311
– – 0.38% 50
2020
Q2 		$956K Sell
5,311
-9,700
-65% -$1.64M 0.38% 49
2020
Q1 		$2.23M Sell
15,011
-7,570
-34% -$1.35M 1.03% 23
2019
Q4 		$4.26M Buy
22,581
+270
+1% +$48.7K 1.37% 17
2019
Q3 		$3.88M Buy
22,311
+75
+0.3% +$13K 1.53% 18
2019
Q2 		$3.83M Hold
22,236
– – 1.61% 18
2019
Q1 		$3.71M Buy
22,236
+100
+0.5% +$16.1K 1.74% 19
2018
Q4 		$3.25M Buy
22,136
+20,700
+1,442% +$3.29M 1.45% 18
2018
Q3 		$247K Hold
1,436
– – 0.13% 86
2018
Q2 		$233K Hold
1,436
– – 0.12% 91
2018
Q1 		$225K Hold
1,436
– – 0.11% 92
2017
Q4 		$227K Sell
1,436
-394
-22% -$60.8K 0.12% 85
2017
Q3 		$273K Sell
1,830
-249
-12% -$36.4K 0.14% 74
2017
Q2 		$299K Buy
2,079
+75
+4% +$10.7K 0.16% 67
2017
Q1 		$280K Hold
2,004
– – 0.17% 66
2016
Q4 		$266K Sell
2,004
-240
-11% -$31.1K 0.17% 63
2016
Q3 		$288K Sell
2,244
-3,287
-59% -$420K 0.2% 58
2016
Q2 		$686K Sell
5,531
-9,376
-63% -$1.15M 0.54% 41
2016
Q1 		$1.8M Buy
14,907
+3,522
+31% +$403K 1.71% 16
2015
Q4 		$1.37M Buy
+11,385
New +$1.38M 1.38% 24
2014
Q4 		– Sell
-433
Closed -$51K – 121
2014
Q3 		$51K Buy
+433
New +$51K 0.05% 105

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
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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

Twin Focus Capital Partners's IWV Position: Q2 2026 in Review

Twin Focus Capital Partners reduced its iShares Russell 3000 ETF (IWV) stake by 0.24% in Q2 2026, selling an estimated $11.1K and leaving 11,226 shares worth $4.79M. The position accounts for 0.49% of the portfolio, ranked #47.

Twin Focus Capital Partners first reported a position in IWV in Q3 2014 and has held it in 44 quarters since. The position peaked at $9.27M in Q1 2023. 354 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Twin Focus Capital Partners held 11,226 shares of iShares Russell 3000 ETF worth $4.79M as of Q2 2026.
  • Twin Focus Capital Partners sold 27 iShares Russell 3000 ETF shares in Q2 2026, an estimated $11.1K.
  • iShares Russell 3000 ETF made up 0.49% of Twin Focus Capital Partners's portfolio in Q2 2026, its #47 holding.
  • Twin Focus Capital Partners first reported a position in iShares Russell 3000 ETF in Q3 2014 and has held it in 44 quarters since.
  • Twin Focus Capital Partners's iShares Russell 3000 ETF position peaked at $9.27M in Q1 2023.
  • 354 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.