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Fiduciary Wealth Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Fiduciary Wealth Partners’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 		$1.81M Sell
4,888
-3,775
-44% -$1.46M 1.19% 13
2025
Q4 		$3.35M Sell
8,663
-572
-6% -$220K 1.37% 13
2025
Q3 		$3.5M Buy
9,235
+5,460
+145% +$1.99M 1.47% 12
2025
Q2 		$1.33M Sell
3,775
-1,685
-31% -$547K 1.25% 15
2025
Q1 		$1.73M Buy
+5,460
New +$1.83M 1.5% 10

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 Wealth Partners's IWV Position: Q1 2026 in Review

Fiduciary Wealth Partners reduced its iShares Russell 3000 ETF (IWV) stake by 44% in Q1 2026, selling an estimated $1.46M and leaving 4,888 shares worth $1.81M. The position accounts for 1.19% of the portfolio, ranked #13.

Fiduciary Wealth Partners first reported a position in IWV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.5M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Fiduciary Wealth Partners held 4,888 shares of iShares Russell 3000 ETF worth $1.81M as of Q1 2026.
  • Fiduciary Wealth Partners sold 3,775 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.46M.
  • iShares Russell 3000 ETF made up 1.19% of Fiduciary Wealth Partners's portfolio in Q1 2026, its #13 holding.
  • Fiduciary Wealth Partners first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 5 quarters since.
  • Fiduciary Wealth Partners's iShares Russell 3000 ETF position peaked at $3.5M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.