CFO4Life Group’s iShares Russell 3000 ETF IWV Stock Holding History

CFO4Life Group’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	$202K	Buy	+474	New	+$195K	0.03%	227
2026 Q1	–	Sell	-600	Closed	-$232K	–	229
2025 Q4	$232K	Sell	600 -15	-2%	-$5.76K	0.03%	209
2025 Q3	$233K	Sell	615 -44	-7%	-$16K	0.03%	202
2025 Q2	$231K	Sell	659 -165	-20%	-$53.6K	0.04%	200
2025 Q1	$262K	Hold	824	–	–	0.04%	170
2024 Q4	$275K	Hold	824	–	–	0.05%	165
2024 Q3	$269K	Hold	824	–	–	0.05%	171
2024 Q2	$254K	Hold	824	–	–	0.05%	163
2024 Q1	$247K	Hold	824	–	–	0.04%	163
2023 Q4	$226K	Buy	+824	New	+$210K	0.04%	160

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

CFO4Life Group's IWV Position: Q2 2026 in Review

CFO4Life Group opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 474 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #227 among its holdings. This is a return to the name: CFO4Life Group previously reported a position in IWV as recently as Q4 2025.

CFO4Life Group first reported a position in IWV in Q4 2023 and has held it in 10 quarters since. The position peaked at $275K in Q4 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

CFO4Life Group held 474 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
iShares Russell 3000 ETF was a new CFO4Life Group position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of CFO4Life Group's portfolio in Q2 2026, its #227 holding.
CFO4Life Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 10 quarters since.
CFO4Life Group's iShares Russell 3000 ETF position peaked at $275K in Q4 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.