VERITY Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

VERITY Wealth 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	$704K	Hold	1,651	–	–	0.43%	42
2026 Q1	$612K	Hold	1,651	–	–	0.41%	47
2025 Q4	$639K	Hold	1,651	–	–	0.4%	46
2025 Q3	$626K	Hold	1,651	–	–	0.4%	43
2025 Q2	$580K	Hold	1,651	–	–	0.39%	45
2025 Q1	$524K	Hold	1,651	–	–	0.39%	48
2024 Q4	$552K	Hold	1,651	–	–	0.4%	48
2024 Q3	$539K	Hold	1,651	–	–	0.38%	51
2024 Q2	$510K	Sell	1,651 -117	-7%	-$34.9K	0.38%	50
2024 Q1	$531K	Hold	1,768	–	–	0.41%	49
2023 Q4	$484K	Hold	1,768	–	–	0.42%	43
2023 Q3	$433K	Sell	1,768 -199	-10%	-$50.8K	0.41%	46
2023 Q2	$501K	Hold	1,967	–	–	0.45%	40
2023 Q1	$463K	Hold	1,967	–	–	0.43%	46
2022 Q4	$434K	Hold	1,967	–	–	0.43%	48
2022 Q3	$407K	Hold	1,967	–	–	0.42%	47
2022 Q2	$428K	Hold	1,967	–	–	0.42%	43
2022 Q1	$516K	Hold	1,967	–	–	0.46%	37
2021 Q4	$546K	Hold	1,967	–	–	0.45%	38
2021 Q3	$501K	Hold	1,967	–	–	0.45%	39
2021 Q2	$503K	Hold	1,967	–	–	0.46%	36
2021 Q1	$467K	Hold	1,967	–	–	0.41%	39
2020 Q4	$440K	Hold	1,967	–	–	0.4%	38
2020 Q3	$385K	Hold	1,967	–	–	0.39%	35
2020 Q2	$354K	Hold	1,967	–	–	0.38%	36
2020 Q1	$292K	Sell	1,967 -296	-13%	-$52.7K	0.4%	34
2019 Q4	$427K	Hold	2,263	–	–	0.41%	38
2019 Q3	$393K	Hold	2,263	–	–	0.39%	38
2019 Q2	$390K	Hold	2,263	–	–	0.38%	37
2019 Q1	$377K	Hold	2,263	–	–	0.39%	37
2018 Q4	$332K	Buy	+2,263	New	+$360K	0.38%	38

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

VERITY Wealth Advisors's IWV Position: Q2 2026 in Review

VERITY Wealth Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,651 shares worth $704K. The position accounts for 0.43% of the portfolio, ranked #42.

VERITY Wealth Advisors first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. 217 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

VERITY Wealth Advisors held 1,651 shares of iShares Russell 3000 ETF worth $704K as of Q2 2026.
VERITY Wealth Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.43% of VERITY Wealth Advisors's portfolio in Q2 2026, its #42 holding.
VERITY Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
217 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on VERITY Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.