Facet Wealth Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Facet Wealth 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	$873K	Buy	2,048 +154	+8%	+$63.4K	0.01%	143
2026 Q1	$702K	Hold	1,894	–	–	0.01%	133
2025 Q4	$749K	Sell	1,894 -46	-2%	-$17.7K	0.01%	119
2025 Q3	$735K	Hold	1,940	–	–	0.02%	98
2025 Q2	$696K	Hold	1,940	–	–	0.02%	86
2025 Q1	$621K	Hold	1,940	–	–	0.02%	82
2024 Q4	$667K	Hold	1,940	–	–	0.02%	78
2024 Q3	$632K	Buy	+1,940	New	+$611K	0.02%	78
2024 Q2	–	Sell	-1,940	Closed	-$574K	–	145
2024 Q1	$574K	Hold	1,940	–	–	0.02%	70
2023 Q4	$548K	Buy	1,940 +90	+5%	+$22.9K	0.02%	68
2023 Q3	$442K	Hold	1,850	–	–	0.02%	64
2023 Q2	$479K	Hold	1,850	–	–	0.02%	61
2023 Q1	$436K	Hold	1,850	–	–	0.03%	54
2022 Q4	$437K	Sell	1,850 -44	-2%	-$9.78K	0.03%	49
2022 Q3	$416K	Hold	1,894	–	–	0.03%	46
2022 Q2	$412K	Buy	+1,894	New	+$448K	0.04%	48

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Facet Wealth Inc's IWV Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Russell 3000 ETF (IWV) stake by 8.1% in Q2 2026, buying an estimated $63.4K and bringing the position to 2,048 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #143.

Facet Wealth Inc first reported a position in IWV in Q2 2022 and has held it in 16 quarters since. 726 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Facet Wealth Inc held 2,048 shares of iShares Russell 3000 ETF worth $873K as of Q2 2026.
Facet Wealth Inc bought 154 iShares Russell 3000 ETF shares in Q2 2026, an estimated $63.4K.
iShares Russell 3000 ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #143 holding.
Facet Wealth Inc first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 16 quarters since.
726 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.