EPG
IWV icon

Estate Planners Group’s iShares Russell 3000 ETF IWV Stock Holding History

Estate Planners 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 		$208K Buy
+488
New +$201K 0.09% 65
2026
Q1 		– Sell
-488
Closed -$189K – 238
2025
Q4 		$189K Buy
+488
New +$187K 0.08% 75

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

Estate Planners Group's IWV Position: Q2 2026 in Review

Estate Planners Group opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 488 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #65 among its holdings. This is a return to the name: Estate Planners Group previously reported a position in IWV as recently as Q4 2025.

Estate Planners Group first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Estate Planners Group held 488 shares of iShares Russell 3000 ETF worth $208K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Estate Planners Group position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.09% of Estate Planners Group's portfolio in Q2 2026, its #65 holding.
  • Estate Planners Group first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.