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Wealth Enhancement Trust Services’s iShares Russell 3000 ETF IWV Stock Holding History

Wealth Enhancement Trust Services’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 		$4.26K Hold
10
– – ﹤0.01% 870
2026
Q1 		$3.71K Hold
10
– – ﹤0.01% 658
2025
Q4 		$3.87K Buy
+10
New +$3.84K ﹤0.01% 617

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Trust Services's IWV Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 10 shares worth $4.26K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Wealth Enhancement Trust Services first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wealth Enhancement Trust Services held 10 shares of iShares Russell 3000 ETF worth $4.26K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #870 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.