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Action Point Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Action Point Financial Planning’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 		$90K Buy
+211
New +$86.9K 0.01% 630

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's IWV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 211 shares worth $90K. The stake represents 0.01% of the portfolio and ranks #630 among its holdings.

906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Action Point Financial Planning held 211 shares of iShares Russell 3000 ETF worth $90K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #630 holding.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.