Wealthcare Advisory Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Wealthcare Advisory Partners’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	$2.06M	Sell	4,842 -615	-11%	-$253K	0.04%	354
2026 Q1	$2.02M	Buy	5,457 +1,231	+29%	+$476K	0.04%	365
2025 Q4	$1.63M	Hold	4,226	–	–	0.03%	402
2025 Q3	$1.6M	Sell	4,226 -54	-1%	-$19.7K	0.03%	396
2025 Q2	$1.5M	Buy	4,280 +813	+23%	+$264K	0.03%	392
2025 Q1	$1.1M	Hold	3,467	–	–	0.03%	422
2024 Q4	$1.16M	Hold	3,467	–	–	0.03%	388
2024 Q3	$1.13M	Sell	3,467 -46	-1%	-$14.5K	0.03%	395
2024 Q2	$1.08M	Buy	3,513 +120	+4%	+$35.8K	0.03%	362
2024 Q1	$1.02M	Hold	3,393	–	–	0.03%	356
2023 Q4	$929K	Hold	3,393	–	–	0.04%	328
2023 Q3	$831K	Hold	3,393	–	–	0.04%	313
2023 Q2	$863K	Sell	3,393 -154	-4%	-$37K	0.04%	317
2023 Q1	$835K	Buy	3,547 +649	+22%	+$150K	0.04%	326
2022 Q4	$640K	Hold	2,898	–	–	0.03%	361
2022 Q3	$600K	Sell	2,898 -124	-4%	-$28.5K	0.03%	315
2022 Q2	$657K	Buy	3,022 +1	+0%	+$237	0.04%	274
2022 Q1	$793K	Hold	3,021	–	–	0.05%	228
2021 Q4	$838K	Sell	3,021 -40	-1%	-$10.8K	0.05%	226
2021 Q3	$780K	Sell	3,061 -379	-11%	-$99.2K	0.05%	229
2021 Q2	$880K	Buy	3,440 +359	+12%	+$89.5K	0.06%	217
2021 Q1	$731K	Buy	3,081 +223	+8%	+$51.8K	0.05%	228
2020 Q4	$639K	Buy	2,858 +264	+10%	+$55.4K	0.06%	198
2020 Q3	$508K	Buy	2,594 +403	+18%	+$78K	0.06%	196
2020 Q2	$395K	Buy	2,191 +424	+24%	+$71.8K	0.05%	209
2020 Q1	$262K	Buy	1,767 +142	+9%	+$25.3K	0.04%	231
2019 Q4	$306K	Hold	1,625	–	–	0.04%	238
2019 Q3	$282K	Sell	1,625 -177	-10%	-$30.7K	0.04%	223
2019 Q2	$311K	Hold	1,802	–	–	0.05%	199
2019 Q1	$300K	Hold	1,802	–	–	0.05%	184
2018 Q4	$265K	Sell	1,802 -630	-26%	-$100K	0.05%	175
2018 Q3	$419K	Buy	2,432 +375	+18%	+$63.5K	0.08%	138
2018 Q2	$334K	Hold	2,057	–	–	0.07%	159
2018 Q1	$322K	Buy	2,057 +623	+43%	+$101K	0.07%	145
2017 Q4	$227K	Sell	1,434 -108	-7%	-$16.7K	0.06%	163
2017 Q3	$230K	Buy	1,542 +1,387	+895%	+$203K	0.07%	135
2017 Q2	$22K	Hold	155	–	–	0.01%	63
2017 Q1	$22K	Hold	155	–	–	0.01%	62
2016 Q4	$21K	Hold	155	–	–	0.01%	66
2016 Q3	$20K	Hold	155	–	–	0.01%	54
2016 Q2	$19K	Buy	+155	New	+$18.9K	0.01%	68

Other funds holding IWV

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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealthcare Advisory Partners's IWV Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 3000 ETF (IWV) stake by 11% in Q2 2026, selling an estimated $253K and leaving 4,842 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #354.

Wealthcare Advisory Partners first reported a position in IWV in Q2 2016 and has held it in 41 quarters since. 193 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Wealthcare Advisory Partners held 4,842 shares of iShares Russell 3000 ETF worth $2.06M as of Q2 2026.
Wealthcare Advisory Partners sold 615 iShares Russell 3000 ETF shares in Q2 2026, an estimated $253K.
iShares Russell 3000 ETF made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #354 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 3000 ETF in Q2 2016 and has held it in 41 quarters since.
193 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.