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

Defined 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
2025
Q1 		– Sell
-721
Closed -$241K – 88
2024
Q4 		$241K Buy
+721
New +$243K 0.26% 61

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Defined Financial Planning's IWV Position: Q1 2025 in Review

Defined Financial Planning sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 721 shares — an estimated $241K sold.

Defined Financial Planning first reported a position in IWV in Q4 2024 and held it in 1 quarter. The position peaked at $241K in Q4 2024. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Defined Financial Planning reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Defined Financial Planning sold 721 iShares Russell 3000 ETF shares in Q1 2025, an estimated $241K.
  • Defined Financial Planning first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 1 quarter.
  • Defined Financial Planning's iShares Russell 3000 ETF position peaked at $241K in Q4 2024.
  • 804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Defined Financial Planning's 13F filing for Q1 2025, filed 16 Apr 2025.