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

FFT 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	$58.4M	Sell	136,855 -1,047	-0.8%	-$431K	9.14%	3
2026 Q1	$51.1M	Buy	137,902 +1,221	+0.9%	+$472K	9.26%	3
2025 Q4	$52.9M	Buy	136,681 +183	+0.1%	+$70.2K	10.07%	3
2025 Q3	$51.7M	Buy	136,498 +487	+0.4%	+$178K	9.5%	3
2025 Q2	$48.8M	Buy	136,011 +6,432	+5%	+$2.09M	9.6%	2
2025 Q1	$41.2M	Sell	129,579 -12,732	-9%	-$4.27M	8.61%	2
2024 Q4	$47.6M	Buy	142,311 +8,482	+6%	+$2.86M	3.58%	6
2024 Q3	$43.7M	Buy	133,829 +58,424	+77%	+$18.4M	3.32%	6
2024 Q2	$23.3M	Buy	75,405 +2,354	+3%	+$702K	2.06%	6
2024 Q1	$21.9M	Sell	73,051 -388,399	-84%	-$111M	1.89%	7
2023 Q4	$126M	Buy	461,450 +34,276	+8%	+$8.74M	10.93%	1
2023 Q3	$105M	Sell	427,174 -60	-0%	-$15.3K	13.48%	2
2023 Q2	$109M	Buy	427,234 +137	+0%	+$32.9K	13.51%	2
2023 Q1	$101M	Buy	427,097 +18,249	+4%	+$4.21M	12.48%	2
2022 Q4	$90.2M	Buy	408,848 +1,946	+0.5%	+$432K	11.57%	2
2022 Q3	$84.2M	Buy	406,902 +1,852	+0.5%	+$426K	11.77%	2
2022 Q2	$88.1M	Buy	405,050 +3,810	+0.9%	+$902K	9.81%	3
2022 Q1	$105M	Buy	401,240 +1,168	+0.3%	+$302K	10.06%	2
2021 Q4	$111M	Buy	400,072 +33,185	+9%	+$8.99M	9.95%	2
2021 Q3	$93.5M	Buy	+366,887	New	+$96.1M	8.83%	2

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

FFT Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 0.76% in Q2 2026, selling an estimated $431K and leaving 136,855 shares worth $58.4M. The position accounts for 9.14% of the portfolio, ranked #3.

FFT Wealth Management first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. The position peaked at $126M in Q4 2023. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

FFT Wealth Management held 136,855 shares of iShares Russell 3000 ETF worth $58.4M as of Q2 2026.
FFT Wealth Management sold 1,047 iShares Russell 3000 ETF shares in Q2 2026, an estimated $431K.
iShares Russell 3000 ETF made up 9.14% of FFT Wealth Management's portfolio in Q2 2026, its #3 holding.
FFT Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
FFT Wealth Management's iShares Russell 3000 ETF position peaked at $126M in Q4 2023.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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