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Fiduciary Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary 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
2026
Q1 		$242K Buy
653
+2
+0.3% +$774 0.07% 65
2025
Q4 		$252K Sell
651
-229
-26% -$87.9K 0.08% 63
2025
Q3 		$334K Buy
880
+2
+0.2% +$729 0.1% 59
2025
Q2 		$308K Buy
878
+2
+0.2% +$650 0.1% 64
2025
Q1 		$278K Buy
876
+2
+0.2% +$671 0.09% 65
2024
Q4 		$292K Buy
874
+3
+0.3% +$1.01K 0.09% 66
2024
Q3 		$285K Hold
871
– – 0.1% 55
2024
Q2 		$269K Buy
+871
New +$260K 0.1% 56

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
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

Fiduciary Planning's IWV Position: Q1 2026 in Review

Fiduciary Planning increased its iShares Russell 3000 ETF (IWV) stake by 0.31% in Q1 2026, buying an estimated $774 and bringing the position to 653 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #65.

Fiduciary Planning first reported a position in IWV in Q2 2024 and has held it in 8 quarters since. The position peaked at $334K in Q3 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Fiduciary Planning held 653 shares of iShares Russell 3000 ETF worth $242K as of Q1 2026.
  • Fiduciary Planning bought 2 iShares Russell 3000 ETF shares in Q1 2026, an estimated $774.
  • iShares Russell 3000 ETF made up 0.07% of Fiduciary Planning's portfolio in Q1 2026, its #65 holding.
  • Fiduciary Planning first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 8 quarters since.
  • Fiduciary Planning's iShares Russell 3000 ETF position peaked at $334K in Q3 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.