VF
IWV icon

Vawter Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Vawter Financial’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 		$646K Hold
1,515
– – 0.24% 55
2026
Q1 		$562K Hold
1,515
– – 0.24% 55
2025
Q4 		$586K Hold
1,515
– – 0.25% 57
2025
Q3 		$574K Buy
+1,515
New +$552K 0.26% 55
2025
Q2 		– Sell
-1,515
Closed -$481K – 62
2025
Q1 		$481K Hold
1,515
– – 0.27% 57
2024
Q4 		$506K Hold
1,515
– – 0.3% 50
2024
Q3 		$495K Hold
1,515
– – 0.3% 51
2024
Q2 		$468K Sell
1,515
-33
-2% -$9.85K 0.32% 50
2024
Q1 		$465K Sell
1,548
-36
-2% -$10.3K 0.34% 48
2023
Q4 		$434K Hold
1,584
– – 0.34% 43
2023
Q3 		$388K Hold
1,584
– – 0.44% 41
2023
Q2 		$403K Sell
1,584
-42
-3% -$10.1K 0.35% 44
2023
Q1 		$383K Sell
1,626
-220
-12% -$50.8K 0.39% 37
2022
Q4 		$407K Buy
+1,846
New +$410K 0.47% 34

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vawter Financial's IWV Position: Q2 2026 in Review

Vawter Financial held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,515 shares worth $646K. The position accounts for 0.24% of the portfolio, ranked #55.

Vawter Financial first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. 395 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Vawter Financial held 1,515 shares of iShares Russell 3000 ETF worth $646K as of Q2 2026.
  • Vawter Financial left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.24% of Vawter Financial's portfolio in Q2 2026, its #55 holding.
  • Vawter Financial first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.