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Wolff Wiese Magana’s iShares Russell 3000 ETF IWV Stock Holding History

Wolff Wiese Magana’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% 679
2026
Q1 		$3.71K Hold
10
– – ﹤0.01% 667
2025
Q4 		$3.87K Hold
10
– – ﹤0.01% 634
2025
Q3 		$3.79K Hold
10
– – ﹤0.01% 650
2025
Q2 		$3.51K Hold
10
– – ﹤0.01% 628
2025
Q1 		$3.18K Hold
10
– – ﹤0.01% 655
2024
Q4 		$3.34K Buy
+10
New +$3.37K ﹤0.01% 626

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Wolff Wiese Magana's IWV Position: Q2 2026 in Review

Wolff Wiese Magana 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 #679.

Wolff Wiese Magana first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Wolff Wiese Magana held 10 shares of iShares Russell 3000 ETF worth $4.26K as of Q2 2026.
  • Wolff Wiese Magana left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #679 holding.
  • Wolff Wiese Magana first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • 586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.