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Valeo Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Valeo Financial Advisors’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 		$1.36M Buy
3,194
+80
+3% +$33K 0.03% 253
2026
Q1 		$1.15M Sell
3,114
-11,493
-79% -$4.45M 0.03% 245
2025
Q4 		$5.65M Buy
14,607
+190
+1% +$72.9K 0.13% 88
2025
Q3 		$5.46M Buy
14,417
+3
+0% +$1.09K 0.12% 85
2025
Q2 		$5.06M Buy
14,414
+98
+0.7% +$31.8K 0.12% 90
2025
Q1 		$4.55M Hold
14,316
– – 0.13% 81
2024
Q4 		$4.79M Buy
14,316
+21
+0.1% +$7.07K 0.13% 77
2024
Q3 		$4.67M Hold
14,295
– – 0.13% 76
2024
Q2 		$4.41M Sell
14,295
-250
-2% -$74.6K 0.14% 77
2024
Q1 		$4.21M Hold
14,545
– – 0.15% 74
2023
Q4 		$3.98M Buy
14,545
+202
+1% +$51.5K 0.16% 75
2023
Q3 		$3.51M Buy
+14,343
New +$3.66M 0.16% 78
2021
Q2 		– Sell
-388
Closed -$92K – 1168
2021
Q1 		$92K Hold
388
– – ﹤0.01% 655
2020
Q4 		$87K Buy
388
+266
+218% +$55.9K ﹤0.01% 612
2020
Q3 		$24K Sell
122
-22
-15% -$4.26K ﹤0.01% 877
2020
Q2 		$26K Sell
144
-20
-12% -$3.39K ﹤0.01% 964
2020
Q1 		$26K Hold
164
– – ﹤0.01% 809
2019
Q4 		$31K Hold
164
– – ﹤0.01% 804
2019
Q3 		$28K Hold
164
– – ﹤0.01% 763
2019
Q2 		$28K Hold
164
– – ﹤0.01% 758
2019
Q1 		$27K Buy
164
+42
+34% +$6.74K ﹤0.01% 695
2018
Q4 		$18K Hold
122
– – ﹤0.01% 735
2018
Q3 		$19K Buy
122
+77
+171% +$13K ﹤0.01% 792
2018
Q2 		$8K Hold
45
– – ﹤0.01% 1011
2018
Q1 		$7K Hold
45
– – ﹤0.01% 1025
2017
Q4 		$7K Hold
45
– – ﹤0.01% 911
2017
Q3 		$7K Buy
+45
New +$6.57K ﹤0.01% 790

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

Valeo Financial Advisors's IWV Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares Russell 3000 ETF (IWV) stake by 2.6% in Q2 2026, buying an estimated $33K and bringing the position to 3,194 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #253.

Valeo Financial Advisors first reported a position in IWV in Q3 2017 and has held it in 27 quarters since. The position peaked at $5.65M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Valeo Financial Advisors held 3,194 shares of iShares Russell 3000 ETF worth $1.36M as of Q2 2026.
  • Valeo Financial Advisors bought 80 iShares Russell 3000 ETF shares in Q2 2026, an estimated $33K.
  • iShares Russell 3000 ETF made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #253 holding.
  • Valeo Financial Advisors first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 27 quarters since.
  • Valeo Financial Advisors's iShares Russell 3000 ETF position peaked at $5.65M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.