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 Q3	$3.01M	Buy	6,858 +15	+0.2%	+$6.48K	0.07%	148
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Wedmont Private Capital's IWV Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Russell 3000 ETF (IWV) stake by 0.22% in Q3 2026, buying an estimated $6.48K and bringing the position to 6,858 shares worth $3.01M. The position accounts for 0.07% of the portfolio, ranked #148.

Wedmont Private Capital first reported a position in IWV in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.47M in Q4 2025. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Wedmont Private Capital held 6,858 shares of iShares Russell 3000 ETF worth $3.01M as of Q3 2026.
Wedmont Private Capital bought 15 iShares Russell 3000 ETF shares in Q3 2026, an estimated $6.48K.
iShares Russell 3000 ETF made up 0.07% of Wedmont Private Capital's portfolio in Q3 2026, its #148 holding.
Wedmont Private Capital first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 19 quarters since.
Wedmont Private Capital's iShares Russell 3000 ETF position peaked at $3.47M in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.