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Diversified Portfolios Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Diversified Portfolios Inc’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 		$24M Sell
56,280
-76
-0.1% -$31.3K 1.74% 15
2026
Q1 		$20.9M Sell
56,356
-114
-0.2% -$44.1K 1.72% 14
2025
Q4 		$21.8M Sell
56,470
-1,227
-2% -$471K 1.82% 12
2025
Q3 		$21.9M Sell
57,697
-133
-0.2% -$48.5K 1.93% 14
2025
Q2 		$20.3M Buy
57,830
+4,057
+8% +$1.32M 1.94% 13
2025
Q1 		$17.1M Sell
53,773
-86
-0.2% -$28.8K 1.8% 15
2024
Q4 		$18M Sell
53,859
-130
-0.2% -$43.8K 1.96% 14
2024
Q3 		$17.6M Sell
53,989
-83
-0.2% -$26.1K 1.98% 15
2024
Q2 		$16.7M Sell
54,072
-462
-0.8% -$138K 2.2% 11
2024
Q1 		$16.4M Sell
54,534
-69
-0.1% -$19.7K 2.3% 11
2023
Q4 		$14.9M Sell
54,603
-13
-0% -$3.31K 2.35% 11
2023
Q3 		$13.4M Sell
54,616
-76
-0.1% -$19.4K 2.52% 10
2023
Q2 		$13.9M Sell
54,692
-86
-0.2% -$20.7K 2.79% 8
2023
Q1 		$12.9M Sell
54,778
-1,307
-2% -$302K 2.87% 8
2022
Q4 		$12.4M Sell
56,085
-164
-0.3% -$36.4K 2.84% 7
2022
Q3 		$11.6M Sell
56,249
-622
-1% -$143K 3.13% 5
2022
Q2 		$12.4M Sell
56,871
-494
-0.9% -$117K 3.44% 5
2022
Q1 		$15.1M Sell
57,365
-883
-2% -$229K 3.61% 5
2021
Q4 		$16.2M Sell
58,248
-1,783
-3% -$483K 3.89% 5
2021
Q3 		$15.3M Sell
60,031
-248
-0.4% -$64.9K 4.23% 4
2021
Q2 		$15.4M Sell
60,279
-3,255
-5% -$811K 5.81% 3
2021
Q1 		$15.1M Sell
63,534
-937
-1% -$218K 4.96% 4
2020
Q4 		$14.4M Sell
64,471
-2,793
-4% -$587K 5.15% 4
2020
Q3 		$13.2M Sell
67,264
-6,629
-9% -$1.28M 5.69% 5
2020
Q2 		$13.3M Sell
73,893
-1,020
-1% -$173K 6.36% 4
2020
Q1 		$11.1M Sell
74,913
-128
-0.2% -$22.8K 6.16% 4
2019
Q4 		$14.1M Sell
75,041
-768
-1% -$138K 6.7% 4
2019
Q3 		$13.2M Sell
75,809
-240
-0.3% -$41.6K 6.66% 4
2019
Q2 		$13.1M Sell
76,049
-3,225
-4% -$547K 7.2% 4
2019
Q1 		$13.2M Buy
79,274
+151
+0.2% +$24.2K 7.35% 4
2018
Q4 		$11.6M Sell
79,123
-1,730
-2% -$275K 7.21% 4
2018
Q3 		$13.9M Sell
80,853
-3,026
-4% -$513K 7.7% 4
2018
Q2 		$13.6M Sell
83,879
-433
-0.5% -$69.6K 7.76% 4
2018
Q1 		$13.2M Sell
84,312
-2,552
-3% -$412K 7.58% 4
2017
Q4 		$13.7M Sell
86,864
-546
-0.6% -$84.2K 7.51% 4
2017
Q3 		$13M Sell
87,410
-675
-0.8% -$98.6K 7.4% 4
2017
Q2 		$12.7M Sell
88,085
-2,061
-2% -$293K 7.53% 4
2017
Q1 		$12.6M Sell
90,146
-631
-0.7% -$87.1K 7.62% 4
2016
Q4 		$12.1M Sell
90,777
-586
-0.6% -$76K 7.45% 5
2016
Q3 		$11.7M Sell
91,363
-1,081
-1% -$138K 7.32% 5
2016
Q2 		$11.5M Sell
92,444
-598
-0.6% -$73.1K 7.15% 5
2016
Q1 		$11.2M Buy
93,042
+64,900
+231% +$7.42M 7.08% 5
2015
Q4 		$3.39M Buy
28,142
+3,106
+12% +$378K 2.16% 12
2015
Q3 		$2.85M Sell
25,036
-51
-0.2% -$6.17K 1.89% 14
2015
Q2 		$3.12M Sell
25,087
-353
-1% -$44.4K 1.96% 14
2015
Q1 		$3.15M Sell
25,440
-580
-2% -$71.4K 1.99% 14
2014
Q4 		$3.18M Buy
+26,020
New +$3.11M 1.89% 14

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diversified Portfolios Inc's IWV Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q2 2026, selling an estimated $31.3K and leaving 56,280 shares worth $24M. The position accounts for 1.74% of the portfolio, ranked #15.

Diversified Portfolios Inc first reported a position in IWV in Q4 2014 and has held it in 47 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Diversified Portfolios Inc held 56,280 shares of iShares Russell 3000 ETF worth $24M as of Q2 2026.
  • Diversified Portfolios Inc sold 76 iShares Russell 3000 ETF shares in Q2 2026, an estimated $31.3K.
  • iShares Russell 3000 ETF made up 1.74% of Diversified Portfolios Inc's portfolio in Q2 2026, its #15 holding.
  • Diversified Portfolios Inc first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 47 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.