Wellspring Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Wellspring Financial Advisors’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	$1.49M	Hold	3,498	–	–	0.1%	78
2026 Q1	$1.3M	Buy	3,498 +2	+0.1%	+$774	0.1%	83
2025 Q4	$1.35M	Hold	3,496	–	–	0.11%	68
2025 Q3	$1.32M	Hold	3,496	–	–	0.12%	55
2025 Q2	$1.23M	Buy	+3,496	New	+$1.14M	0.12%	58

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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

Wellspring Financial Advisors's IWV Position: Q2 2026 in Review

Wellspring Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,498 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #78.

Wellspring Financial Advisors first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Wellspring Financial Advisors held 3,498 shares of iShares Russell 3000 ETF worth $1.49M as of Q2 2026.
Wellspring Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.1% of Wellspring Financial Advisors's portfolio in Q2 2026, its #78 holding.
Wellspring Financial Advisors first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
289 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.