Center for Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Center for 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	$59.3K	Sell	139 -32	-19%	-$13.2K	0.01%	300
2026 Q1	$63.4K	Hold	171	–	–	0.01%	277
2025 Q4	$66.2K	Sell	171 -5	-3%	-$1.92K	0.01%	269
2025 Q3	$66.7K	Hold	176	–	–	0.01%	271
2025 Q2	$61.8K	Buy	176 +120	+214%	+$39K	0.01%	273
2025 Q1	$17.8K	Hold	56	–	–	﹤0.01%	404
2024 Q4	$18.7K	Buy	56 +30	+115%	+$10.1K	﹤0.01%	355
2024 Q3	$8.49K	Hold	26	–	–	﹤0.01%	416
2024 Q2	$8.03K	Hold	26	–	–	﹤0.01%	420
2024 Q1	$7.8K	Hold	26	–	–	﹤0.01%	430
2023 Q4	$7.12K	Hold	26	–	–	﹤0.01%	405
2023 Q3	$6.37K	Hold	26	–	–	﹤0.01%	401
2023 Q2	$6.62K	Hold	26	–	–	﹤0.01%	426
2023 Q1	$6.12K	Hold	26	–	–	﹤0.01%	405
2022 Q4	$5.74K	Hold	26	–	–	﹤0.01%	402
2022 Q3	$5K	Hold	26	–	–	﹤0.01%	426
2022 Q2	$6K	Hold	26	–	–	﹤0.01%	412
2022 Q1	$7K	Hold	26	–	–	﹤0.01%	410
2021 Q4	$7K	Hold	26	–	–	﹤0.01%	409
2021 Q3	$7K	Hold	26	–	–	﹤0.01%	396
2021 Q2	$7K	Hold	26	–	–	﹤0.01%	399
2021 Q1	$6K	Hold	26	–	–	﹤0.01%	434
2020 Q4	$6K	Hold	26	–	–	﹤0.01%	386
2020 Q3	$5K	Hold	26	–	–	﹤0.01%	359
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	363
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	439
2019 Q4	$5K	Buy	+26	New	+$4.69K	﹤0.01%	370

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Center for Financial Planning's IWV Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Russell 3000 ETF (IWV) stake by 19% in Q2 2026, selling an estimated $13.2K and leaving 139 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #300.

Center for Financial Planning first reported a position in IWV in Q4 2019 and has held it in 27 quarters since. The position peaked at $66.7K in Q3 2025. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Center for Financial Planning held 139 shares of iShares Russell 3000 ETF worth $59.3K as of Q2 2026.
Center for Financial Planning sold 32 iShares Russell 3000 ETF shares in Q2 2026, an estimated $13.2K.
iShares Russell 3000 ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #300 holding.
Center for Financial Planning first reported a position in iShares Russell 3000 ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's iShares Russell 3000 ETF position peaked at $66.7K in Q3 2025.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.