Yardley Wealth Management
IWV icon

Yardley Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Yardley Wealth Management’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 		$2.42M Sell
5,602
-139
-2% -$60.1K 1.06% 17
2026
Q2 		$2.45M Sell
5,741
-5
-0.1% -$2.06K 1.11% 18
2026
Q1 		$2.13M Sell
5,746
-13
-0.2% -$5.03K 1.09% 17
2025
Q4 		$2.23M Sell
5,759
-45
-0.8% -$17.3K 1.18% 17
2025
Q3 		$2.2M Sell
5,804
-29
-0.5% -$10.6K 1.23% 17
2025
Q2 		$2.05M Hold
5,833
– – 1.12% 16
2025
Q1 		$1.85M Sell
5,833
-142
-2% -$47.6K 1.09% 16
2024
Q4 		$2M Sell
5,975
-45
-0.7% -$15.1K 0.97% 17
2024
Q3 		$1.97M Buy
+6,020
New +$1.89M 1.17% 16

Other funds holding IWV

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Yardley Wealth Management's IWV Position: Q3 2026 in Review

Yardley Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q3 2026, selling an estimated $60.1K and leaving 5,602 shares worth $2.42M. The position accounts for 1.06% of the portfolio, ranked #17.

Yardley Wealth Management first reported a position in IWV in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q2 2026. 247 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Yardley Wealth Management held 5,602 shares of iShares Russell 3000 ETF worth $2.42M as of Q3 2026.
  • Yardley Wealth Management sold 139 iShares Russell 3000 ETF shares in Q3 2026, an estimated $60.1K.
  • iShares Russell 3000 ETF made up 1.06% of Yardley Wealth Management's portfolio in Q3 2026, its #17 holding.
  • Yardley Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 9 quarters since.
  • Yardley Wealth Management's iShares Russell 3000 ETF position peaked at $2.45M in Q2 2026.
  • 247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.