Coyle Financial Counsel’s iShares Russell 3000 ETF IWV Stock Holding History

Coyle Financial Counsel’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	$912K	Hold	2,460	–	–	0.19%	46
2025 Q4	$952K	Hold	2,460	–	–	0.2%	46
2025 Q3	$932K	Hold	2,460	–	–	0.21%	46
2025 Q2	$863K	Sell	2,460 -7	-0.3%	-$2.27K	0.23%	46
2025 Q1	$784K	Sell	2,467 -1	-0%	-$335	0.24%	47
2024 Q4	$825K	Sell	2,468 -290	-11%	-$97.6K	0.26%	46
2024 Q3	$851K	Hold	2,758	–	–	0.3%	46
2024 Q2	$828K	Hold	2,758	–	–	0.3%	44
2024 Q1	$828K	Hold	2,758	–	–	0.3%	44
2023 Q4	$755K	Sell	2,758 -185	-6%	-$47.2K	0.29%	45
2023 Q3	$721K	Hold	2,943	–	–	0.3%	45
2023 Q2	$749K	Sell	2,943 -510	-15%	-$123K	0.34%	43
2023 Q1	$813K	Hold	3,453	–	–	0.37%	40
2022 Q4	$762K	Hold	3,453	–	–	0.37%	37
2022 Q3	$715K	Buy	+3,453	New	+$794K	0.48%	36
2020 Q4	–	Sell	-3,428	Closed	-$671K	–	58
2020 Q3	$671K	Hold	3,428	–	–	0.56%	35
2020 Q2	$617K	Hold	3,428	–	–	0.57%	34
2020 Q1	$508K	Buy	+3,428	New	+$610K	0.63%	35
2016 Q4	–	Sell	-4,243	Closed	-$539K	–	36
2016 Q3	$539K	Buy	+4,243	New	+$542K	0.78%	27

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

Coyle Financial Counsel's IWV Position: Q1 2026 in Review

Coyle Financial Counsel held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,460 shares worth $912K. The position accounts for 0.19% of the portfolio, ranked #46.

Coyle Financial Counsel first reported a position in IWV in Q3 2016 and has held it in 19 quarters since. The position peaked at $952K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Coyle Financial Counsel held 2,460 shares of iShares Russell 3000 ETF worth $912K as of Q1 2026.
Coyle Financial Counsel left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.19% of Coyle Financial Counsel's portfolio in Q1 2026, its #46 holding.
Coyle Financial Counsel first reported a position in iShares Russell 3000 ETF in Q3 2016 and has held it in 19 quarters since.
Coyle Financial Counsel's iShares Russell 3000 ETF position peaked at $952K in Q4 2025.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.