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Avantax Planning Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Avantax Planning Partners’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 		$439K Buy
1,028
+52
+5% +$21.4K 0.01% 310
2026
Q1 		$362K Sell
976
-983
-50% -$380K 0.01% 322
2025
Q4 		$758K Buy
1,959
+2
+0.1% +$768 0.02% 220
2025
Q3 		$741K Buy
1,957
+3
+0.2% +$1.09K 0.02% 223
2025
Q2 		$686K Buy
1,954
+2
+0.1% +$650 0.02% 228
2025
Q1 		$620K Buy
1,952
+3
+0.2% +$1.01K 0.02% 225
2024
Q4 		$652K Buy
1,949
+2
+0.1% +$673 0.02% 219
2024
Q3 		$636K Sell
1,947
-69
-3% -$21.7K 0.02% 224
2024
Q2 		$622K Buy
2,016
+2
+0.1% +$597 0.02% 258
2024
Q1 		$604K Buy
2,014
+988
+96% +$282K 0.02% 267
2023
Q4 		$281K Buy
1,026
+7
+0.7% +$1.78K 0.01% 305
2023
Q3 		$250K Buy
1,019
+20
+2% +$5.11K 0.01% 309
2023
Q2 		$254K Buy
999
+3
+0.3% +$721 0.01% 324
2023
Q1 		$235K Buy
996
+3
+0.3% +$692 0.01% 330
2022
Q4 		$219K Sell
993
-96
-9% -$21.3K 0.01% 343
2022
Q3 		$225K Sell
1,089
-6
-0.5% -$1.38K 0.01% 309
2022
Q2 		$238K Hold
1,095
– – 0.01% 303
2022
Q1 		$287K Hold
1,095
– – 0.01% 288
2021
Q4 		$304K Buy
1,095
+76
+7% +$20.6K 0.01% 274
2021
Q3 		$260K Buy
1,019
+6
+0.6% +$1.57K 0.01% 280
2021
Q2 		$259K Buy
1,013
+5
+0.5% +$1.25K 0.01% 278
2021
Q1 		$239K Hold
1,008
– – 0.01% 274
2020
Q4 		$225K Buy
+1,008
New +$212K 0.01% 260
2018
Q4 		– Sell
-825
Closed -$142K – 746
2018
Q3 		$142K Sell
825
-684
-45% -$116K 0.01% 279
2018
Q2 		$245K Hold
1,509
– – 0.02% 208
2018
Q1 		$236K Hold
1,509
– – 0.02% 272
2017
Q4 		$239K Hold
1,509
– – 0.02% 267
2017
Q3 		$225K Sell
1,509
-184
-11% -$26.9K 0.02% 341
2017
Q2 		$244K Sell
1,693
-12
-0.7% -$1.71K 0.02% 295
2017
Q1 		$239K Hold
1,705
– – 0.02% 277
2016
Q4 		$227K Buy
+1,705
New +$221K 0.02% 276

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

Avantax Planning Partners's IWV Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Russell 3000 ETF (IWV) stake by 5.3% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,028 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #310.

Avantax Planning Partners first reported a position in IWV in Q4 2016 and has held it in 31 quarters since. The position peaked at $758K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Avantax Planning Partners held 1,028 shares of iShares Russell 3000 ETF worth $439K as of Q2 2026.
  • Avantax Planning Partners bought 52 iShares Russell 3000 ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Russell 3000 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #310 holding.
  • Avantax Planning Partners first reported a position in iShares Russell 3000 ETF in Q4 2016 and has held it in 31 quarters since.
  • Avantax Planning Partners's iShares Russell 3000 ETF position peaked at $758K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.