BFSG LLC’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.85K Hold
5
﹤0.01% 676
2025
Q4
$1.94K Sell
5
-4
-44% -$1.53K ﹤0.01% 650
2025
Q3
$3.41K Hold
9
﹤0.01% 615
2025
Q2
$3.16K Hold
9
﹤0.01% 589
2025
Q1
$2.86K Hold
9
﹤0.01% 585
2024
Q4
$3.01K Hold
9
﹤0.01% 587
2024
Q3
$2.94K Hold
9
﹤0.01% 571
2024
Q2
$2.78K Sell
9
-31
-78% -$9.25K ﹤0.01% 561
2024
Q1
$12K Hold
40
﹤0.01% 481
2023
Q4
$10.9K Buy
+40
New +$10.2K ﹤0.01% 451

Other funds holding IWV

BFSG LLC's IWV Position: Q1 2026 in Review

BFSG LLC held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 5 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

BFSG LLC first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12K in Q1 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • BFSG LLC held 5 shares of iShares Russell 3000 ETF worth $1.85K as of Q1 2026.
  • BFSG LLC left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of BFSG LLC's portfolio in Q1 2026, its #676 holding.
  • BFSG LLC first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
  • BFSG LLC's iShares Russell 3000 ETF position peaked at $12K in Q1 2024.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.