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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
Q2 		$279K Buy
654
+1
+0.2% +$412 0.07% 64
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

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

Fiduciary Planning's IWV Position: Q2 2026 in Review

Fiduciary Planning increased its iShares Russell 3000 ETF (IWV) stake by 0.15% in Q2 2026, buying an estimated $412 and bringing the position to 654 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #64.

Fiduciary Planning first reported a position in IWV in Q2 2024 and has held it in 9 quarters since. The position peaked at $334K in Q3 2025. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Fiduciary Planning held 654 shares of iShares Russell 3000 ETF worth $279K as of Q2 2026.
  • Fiduciary Planning bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.07% of Fiduciary Planning's portfolio in Q2 2026, its #64 holding.
  • Fiduciary Planning first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Planning's iShares Russell 3000 ETF position peaked at $334K in Q3 2025.
  • 909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.