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 Q2	$2.08M	Hold	4,888	–	–	1.15%	13
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

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 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

Fiduciary Wealth Partners's IWV Position: Q2 2026 in Review

Fiduciary Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 4,888 shares worth $2.08M. The position accounts for 1.15% of the portfolio, ranked #13.

Fiduciary Wealth Partners first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.5M in Q3 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Fiduciary Wealth Partners held 4,888 shares of iShares Russell 3000 ETF worth $2.08M as of Q2 2026.
Fiduciary Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 1.15% of Fiduciary Wealth Partners's portfolio in Q2 2026, its #13 holding.
Fiduciary Wealth Partners first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
Fiduciary Wealth Partners's iShares Russell 3000 ETF position peaked at $3.5M in Q3 2025.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.