BIP Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

BIP Wealth’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 Q1	$1.63M	Hold	4,405	–	–	0.07%	151
2025 Q4	$1.7M	Hold	4,405	–	–	0.06%	157
2025 Q3	$1.67M	Sell	4,405 -8	-0.2%	-$2.92K	0.08%	96
2025 Q2	$1.55M	Sell	4,413 -5	-0.1%	-$1.62K	0.1%	80
2025 Q1	$1.4M	Sell	4,418 -19	-0.4%	-$6.37K	0.09%	78
2024 Q4	$1.48M	Sell	4,437 -88	-2%	-$29.6K	0.1%	77
2024 Q3	$1.48M	Sell	4,525 -4	-0.1%	-$1.26K	0.1%	72
2024 Q2	$1.4M	Sell	4,529 -2	-0%	-$597	0.11%	66
2024 Q1	$1.36M	Hold	4,531	–	–	0.1%	71
2023 Q4	$1.24M	Sell	4,531 -1	-0%	-$255	0.1%	75
2023 Q3	$1.11M	Buy	4,532 +45	+1%	+$11.5K	0.1%	73
2023 Q2	$1.14M	Sell	4,487 -45	-1%	-$10.8K	0.09%	73
2023 Q1	$1.07M	Buy	+4,532	New	+$1.05M	0.12%	77

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIP Wealth's IWV Position: Q1 2026 in Review

BIP Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 4,405 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #151.

BIP Wealth first reported a position in IWV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.7M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

BIP Wealth held 4,405 shares of iShares Russell 3000 ETF worth $1.63M as of Q1 2026.
BIP Wealth left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.07% of BIP Wealth's portfolio in Q1 2026, its #151 holding.
BIP Wealth first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's iShares Russell 3000 ETF position peaked at $1.7M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.