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W Advisors LLC’s iShares Russell 3000 ETF IWV Stock Holding History

W Advisors LLC’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 		$1.07M Buy
2,512
+244
+11% +$101K 0.49% 48
2026
Q1 		$841K Sell
2,268
-166
-7% -$64.2K 0.43% 56
2025
Q4 		$941K Sell
2,434
-1
-0% -$384 0.47% 48
2025
Q3 		$923K Buy
2,435
+4
+0.2% +$1.46K 0.49% 46
2025
Q2 		$853K Sell
2,431
-92
-4% -$29.9K 0.49% 47
2025
Q1 		$801K Buy
2,523
+5
+0.2% +$1.68K 0.5% 47
2024
Q4 		$842K Sell
2,518
-434
-15% -$146K 0.52% 44
2024
Q3 		$965K Buy
2,952
+68
+2% +$21.4K 0.59% 42
2024
Q2 		$890K Buy
2,884
+4
+0.1% +$1.19K 0.58% 40
2024
Q1 		$864K Sell
2,880
-14
-0.5% -$3.99K 0.59% 42
2023
Q4 		$792K Sell
2,894
-1,871
-39% -$477K 0.59% 41
2023
Q3 		$1.17M Sell
4,765
-666
-12% -$170K 0.96% 27
2023
Q2 		$1.38M Buy
5,431
+2
+0% +$481 1.08% 25
2023
Q1 		$1.28M Sell
5,429
-838
-13% -$193K 1.06% 26
2022
Q4 		$1.38M Buy
6,267
+1,763
+39% +$392K 1.15% 22
2022
Q3 		$932K Sell
4,504
-215
-5% -$49.5K 0.87% 29
2022
Q2 		$1.02M Sell
4,719
-157
-3% -$37.2K 0.89% 26
2022
Q1 		$1.28M Sell
4,876
-315
-6% -$81.5K 0.97% 30
2021
Q4 		$1.44M Buy
+5,191
New +$1.41M 1.07% 23

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
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 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

W Advisors LLC's IWV Position: Q2 2026 in Review

W Advisors LLC increased its iShares Russell 3000 ETF (IWV) stake by 11% in Q2 2026, buying an estimated $101K and bringing the position to 2,512 shares worth $1.07M. The position accounts for 0.49% of the portfolio, ranked #48.

W Advisors LLC first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q4 2021. 415 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • W Advisors LLC held 2,512 shares of iShares Russell 3000 ETF worth $1.07M as of Q2 2026.
  • W Advisors LLC bought 244 iShares Russell 3000 ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 3000 ETF made up 0.49% of W Advisors LLC's portfolio in Q2 2026, its #48 holding.
  • W Advisors LLC first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • W Advisors LLC's iShares Russell 3000 ETF position peaked at $1.44M in Q4 2021.
  • 415 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.