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

Abound 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 Q2	$130K	Hold	305	–	–	0.03%	135
2026 Q1	$113K	Hold	305	–	–	0.03%	143
2025 Q4	$118K	Sell	305 -38	-11%	-$14.6K	0.03%	123
2025 Q3	$130K	Hold	343	–	–	0.03%	110
2025 Q2	$120K	Hold	343	–	–	0.03%	110
2025 Q1	$109K	Sell	343 -45	-12%	-$15.1K	0.04%	103
2024 Q4	$130K	Hold	388	–	–	0.04%	87
2024 Q3	$127K	Hold	388	–	–	0.04%	89
2024 Q2	$120K	Hold	388	–	–	0.04%	81
2024 Q1	$116K	Hold	388	–	–	0.04%	84
2023 Q4	$106K	Sell	388 -29	-7%	-$7.39K	0.04%	85
2023 Q3	$102K	Hold	417	–	–	0.04%	73
2023 Q2	$106K	Buy	417 +1	+0.2%	+$240	0.04%	74
2023 Q1	$98K	Sell	416 -41	-9%	-$9.46K	0.04%	74
2022 Q4	$101K	Buy	457 +1	+0.2%	+$222	0.05%	65
2022 Q3	$94.4K	Buy	456 +1	+0.2%	+$230	0.05%	62
2022 Q2	$99K	Hold	455	–	–	0.06%	49
2022 Q1	$119K	Buy	455 +1	+0.2%	+$259	0.09%	49
2021 Q4	$126K	Buy	+454	New	+$123K	0.1%	46

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

Abound Wealth Management's IWV Position: Q2 2026 in Review

Abound Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 305 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #135.

Abound Wealth Management first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 907 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Abound Wealth Management held 305 shares of iShares Russell 3000 ETF worth $130K as of Q2 2026.
Abound Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #135 holding.
Abound Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
907 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.