Form 13-F position report Filing season in progress

ISHARES RUSSELL 3000 ETF

Reported by Finley Financial LLC

ETF profile Manager portfolio Source filing
IWV CUSIP 464287689 Manager CIK 0002047823
Latest reported change

Reported 68,003 shares, down 1,371 (2.0%) from the prior quarter.

Reported value -0.6%; share count -2.0% vs. the prior quarter.

Reduced
% of reported 13F value 12.15% This manager · Q3 2026
Shares 68,003 Quarter-end amount reported
Reported value $29,417,201 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

8 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 68,003 -1,371 (-2.0%) 12.15% $29,417,201 2026-10-28
Q2 2026 Reduced 69,374 -1,373 (-1.9%) 11.91% $29,580,860 2026-07-08
Q1 2026 Reduced 70,747 -1,091 (-1.5%) 12.28% $26,224,572 2026-04-23
Q4 2025 Reduced 71,838 -532 (-0.7%) 12.73% $27,790,608 2026-01-21
Q3 2025 Added 72,370 +1,929 (2.7%) 12.69% $27,423,964 2025-10-23
Q2 2025 Reduced 70,441 -283 (-0.4%) 12.43% $24,724,621 2025-07-09
Q1 2025 Reduced 70,724 -148 (-0.2%) 12.42% $22,291,370 2025-05-13
Q4 2024 New 70,872 +70,872 (0.0%) 12.5% $24,020,510 2025-01-17
Institutional context

Who else reported the position

436 managers reported ISHARES RUSSELL 3000 ETF for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Evensky & Katz LLC Reduced 327,253 -9,278 7.38% $141,262,000 54 qtrs
TLWM Reduced 283,869 -8,947 19.53% $122,534,414 36 qtrs
SENTINEL TRUST CO LBA Reduced 247,548 -3,354 9.0% $106,857,000 49 qtrs
Bricktown Capital LLC Added 192,859 +5,715 15.2% $83,249,518 7 qtrs
Calamos Wealth Management LLC Reduced 159,634 -3,892 1.97% $68,907,612 48 qtrs
COMMONWEALTH EQUITY SERVICES LLC Reduced 102,696 -5,871 0.06% $44,329,907 36 qtrs
Provenance Wealth Advisors LLC Added 83,944 +5,416 2.14% $36,235,427 13 qtrs
Heck Capital Advisors LLC Reduced 79,995 -44,297 1.89% $34,530,704 9 qtrs
HB Wealth Management LLC Reduced 79,663 -1,039 0.18% $34,387,175 20 qtrs
EPIQ PARTNERS LLC Added 74,545 +2,790 13.86% $32,178,095 28 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 28, 2026
Filing type
13F-HR
Position type
RUSSELL 3000 ETF

Voting authority reported

Sole
0
Shared
0
None
68,003

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.