Abacus Planning Group’s iShares Russell 3000 ETF IWV Stock Holding History

Abacus Planning Group’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	$1.44M	Hold	3,387	–	–	0.18%	70
2026 Q1	$1.26M	Sell	3,387 -495	-13%	-$191K	0.17%	71
2025 Q4	$1.5M	Hold	3,882	–	–	0.2%	65
2025 Q3	$1.47M	Hold	3,882	–	–	0.2%	65
2025 Q2	$1.36M	Hold	3,882	–	–	0.2%	66
2025 Q1	$1.23M	Hold	3,882	–	–	0.22%	63
2024 Q4	$1.3M	Hold	3,882	–	–	0.23%	60
2024 Q3	$1.27M	Hold	3,882	–	–	0.23%	63
2024 Q2	$1.2M	Hold	3,882	–	–	0.23%	61
2024 Q1	$1.16M	Hold	3,882	–	–	0.23%	61
2023 Q4	$1.06M	Hold	3,882	–	–	0.22%	63
2023 Q3	$951K	Hold	3,882	–	–	0.23%	66
2023 Q2	$988K	Hold	3,882	–	–	0.24%	62
2023 Q1	$914K	Hold	3,882	–	–	0.24%	65
2022 Q4	$857K	Hold	3,882	–	–	0.23%	67
2022 Q3	$804K	Hold	3,882	–	–	0.24%	65
2022 Q2	$844K	Hold	3,882	–	–	0.25%	67
2022 Q1	$1.02M	Hold	3,882	–	–	0.27%	68
2021 Q4	$1.08M	Hold	3,882	–	–	0.29%	63
2021 Q3	$989K	Sell	3,882 -1,942	-33%	-$508K	0.31%	59
2021 Q2	$1.49M	Hold	5,824	–	–	0.46%	43
2021 Q1	$1.38M	Hold	5,824	–	–	0.44%	44
2020 Q4	$1.3M	Sell	5,824 -518	-8%	-$109K	0.4%	44
2020 Q3	$1.24M	Hold	6,342	–	–	0.45%	40
2020 Q2	$1.14M	Hold	6,342	–	–	0.46%	42
2020 Q1	$941K	Hold	6,342	–	–	0.46%	44
2019 Q4	$1.2M	Hold	6,342	–	–	0.55%	34
2019 Q3	$1.1M	Hold	6,342	–	–	0.55%	34
2019 Q2	$1.09M	Hold	6,342	–	–	0.66%	30
2019 Q1	$1.06M	Hold	6,342	–	–	0.66%	32
2018 Q4	$932K	Hold	6,342	–	–	0.71%	32
2018 Q3	$1.09M	Hold	6,342	–	–	0.73%	30
2018 Q2	$1.03M	Hold	6,342	–	–	0.77%	28
2018 Q1	$992K	Hold	6,342	–	–	0.81%	25
2017 Q4	$1M	Buy	+6,342	New	+$978K	1.02%	22

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Abacus Planning Group's IWV Position: Q2 2026 in Review

Abacus Planning Group held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,387 shares worth $1.44M. The position accounts for 0.18% of the portfolio, ranked #70.

Abacus Planning Group first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.5M in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Abacus Planning Group held 3,387 shares of iShares Russell 3000 ETF worth $1.44M as of Q2 2026.
Abacus Planning Group left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.18% of Abacus Planning Group's portfolio in Q2 2026, its #70 holding.
Abacus Planning Group first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
Abacus Planning Group's iShares Russell 3000 ETF position peaked at $1.5M in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.