William Howard & Co Financial Advisors Inc IWV holdings history
ISHARES RUSSELL 3000 ETF · CUSIP 464287689 · CIK 2023493
As of 2026-06-30, William Howard & Co Financial Advisors Inc reported 13.78K IWV (shares), valued at $5.87M, or 4.57% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 0.02%; reported value increased 15.06%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.57% | 13,778 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 4.41% | 13,775 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 4.65% | 14,271 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.62% | 14,320 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 4.60% | 15,025 | SEC filing ↗Filed Jul 11, 2025 |
| Q1 2025 | 4.44% | 14,904 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 4.85% | 16,041 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 4.48% | 16,056 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 4.90% | 17,171 | SEC filing ↗Filed Aug 7, 2024 |
| Q1 2024 | 5.06% | 17,975 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 5.06% | 17,975 | $5.39M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 4.90% | 17,171 | $5.30M | Shares decreased 4.47%; reported value decreased 1.72%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2024 |
| Q3 2024 | 4.48% | 16,056 | $5.25M | Shares decreased 6.49%; reported value decreased 1.02%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 4.85% | 16,041 | $5.36M | Shares decreased 0.09%; reported value increased 2.17%, and weight changed +0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.44% | 14,904 | $4.73M | Shares decreased 7.09%; reported value decreased 11.70%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 4.60% | 15,025 | $5.27M | Shares increased 0.81%; reported value increased 11.40%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2025 |
| Q3 2025 | 4.62% | 14,320 | $5.43M | Shares decreased 4.69%; reported value increased 2.90%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 4.65% | 14,271 | $5.52M | Shares decreased 0.34%; reported value increased 1.74%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 4.41% | 13,775 | $5.11M | Shares decreased 3.48%; reported value decreased 7.51%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 4.57% | 13,778 | $5.87M | Shares increased 0.02%; reported value increased 15.06%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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