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 Q2	$1.88M	Hold	4,405	–	–	0.05%	188
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

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

BIP Wealth's IWV Position: Q2 2026 in Review

BIP Wealth held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,405 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #188.

BIP Wealth first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

BIP Wealth held 4,405 shares of iShares Russell 3000 ETF worth $1.88M as of Q2 2026.
BIP Wealth left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.05% of BIP Wealth's portfolio in Q2 2026, its #188 holding.
BIP Wealth first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.