DecisionMap Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

DecisionMap Wealth Management’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	–	Sell	-558	Closed	-$207K	–	147
2026 Q1	$207K	Sell	558 -1	-0.2%	-$387	0.13%	128
2025 Q4	$216K	Hold	559	–	–	0.13%	131
2025 Q3	$212K	Buy	+559	New	+$204K	0.14%	119
2025 Q2	–	Sell	-651	Closed	-$207K	–	125
2025 Q1	$207K	Buy	+651	New	+$218K	0.16%	115

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

DecisionMap Wealth Management's IWV Position: Q2 2026 in Review

DecisionMap Wealth Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 558 shares — an estimated $207K sold.

DecisionMap Wealth Management first reported a position in IWV in Q1 2025 and held it in 4 quarters. The position peaked at $216K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

DecisionMap Wealth Management reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
DecisionMap Wealth Management sold 558 iShares Russell 3000 ETF shares in Q2 2026, an estimated $207K.
DecisionMap Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2025 and held it in 4 quarters.
DecisionMap Wealth Management's iShares Russell 3000 ETF position peaked at $216K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.