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 Q3	$283K	Buy	655 +1	+0.2%	+$432	0.07%	62
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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fiduciary Planning's IWV Position: Q3 2026 in Review

Fiduciary Planning increased its iShares Russell 3000 ETF (IWV) stake by 0.15% in Q3 2026, buying an estimated $432 and bringing the position to 655 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #62.

Fiduciary Planning first reported a position in IWV in Q2 2024 and has held it in 10 quarters since. The position peaked at $334K in Q3 2025. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Fiduciary Planning held 655 shares of iShares Russell 3000 ETF worth $283K as of Q3 2026.
Fiduciary Planning bought 1 iShares Russell 3000 ETF share in Q3 2026, an estimated $432.
iShares Russell 3000 ETF made up 0.07% of Fiduciary Planning's portfolio in Q3 2026, its #62 holding.
Fiduciary Planning first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 10 quarters since.
Fiduciary Planning's iShares Russell 3000 ETF position peaked at $334K in Q3 2025.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.