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Wedmont Private Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Wedmont Private Capital’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 		$2.94M Buy
6,843
+14
+0.2% +$5.77K 0.08% 135
2026
Q1 		$2.63M Sell
6,829
-2,026
-23% -$784K 0.08% 136
2025
Q4 		$3.47M Buy
8,855
+18
+0.2% +$6.91K 0.12% 104
2025
Q3 		$3.36M Buy
8,837
+16
+0.2% +$5.83K 0.12% 98
2025
Q2 		$3.13M Buy
8,821
+17
+0.2% +$5.52K 0.13% 92
2025
Q1 		$2.66M Buy
8,804
+331
+4% +$111K 0.14% 88
2024
Q4 		$2.81M Buy
8,473
+20
+0.2% +$6.73K 0.15% 83
2024
Q3 		$2.73M Buy
8,453
+21
+0.2% +$6.61K 0.16% 78
2024
Q2 		$2.68M Buy
8,432
+16
+0.2% +$4.78K 0.17% 76
2024
Q1 		$2.5M Buy
8,416
+48
+0.6% +$13.7K 0.18% 77
2023
Q4 		$2.28M Buy
8,368
+24
+0.3% +$6.12K 0.19% 76
2023
Q3 		$2.06M Buy
8,344
+26
+0.3% +$6.64K 0.21% 74
2023
Q2 		$2.15M Buy
8,318
+16
+0.2% +$3.85K 0.23% 69
2023
Q1 		$1.95M Buy
8,302
+81
+1% +$18.7K 0.26% 63
2022
Q4 		$1.84M Buy
8,221
+30
+0.4% +$6.67K 0.28% 62
2022
Q3 		$1.7M Hold
8,191
– – 0.34% 46
2022
Q2 		$1.78M Buy
8,191
+2,103
+35% +$498K 0.38% 43
2022
Q1 		$1.61M Buy
+6,088
New +$1.58M 0.36% 50

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Wedmont Private Capital's IWV Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Russell 3000 ETF (IWV) stake by 0.21% in Q2 2026, buying an estimated $5.77K and bringing the position to 6,843 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #135.

Wedmont Private Capital first reported a position in IWV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2025. 509 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wedmont Private Capital held 6,843 shares of iShares Russell 3000 ETF worth $2.94M as of Q2 2026.
  • Wedmont Private Capital bought 14 iShares Russell 3000 ETF shares in Q2 2026, an estimated $5.77K.
  • iShares Russell 3000 ETF made up 0.08% of Wedmont Private Capital's portfolio in Q2 2026, its #135 holding.
  • Wedmont Private Capital first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's iShares Russell 3000 ETF position peaked at $3.47M in Q4 2025.
  • 509 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.