Fiducient Advisors
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Fiducient Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Fiducient Advisors’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 		$31.2M Buy
+72,316
New +$31.2M 4.67% 6
2025
Q4 		– Sell
-8,375
Closed -$3.17M – 182
2025
Q3 		$3.17M Sell
8,375
-316
-4% -$115K 0.37% 43
2025
Q2 		$3.05M Sell
8,691
-696
-7% -$226K 0.37% 44
2025
Q1 		$2.98M Buy
9,387
+6,332
+207% +$2.12M 0.37% 39
2024
Q4 		$1.02M Sell
3,055
-6,380
-68% -$2.15M 0.13% 72
2024
Q3 		$3.08M Sell
9,435
-2,976
-24% -$937K 0.36% 35
2024
Q2 		$3.83M Buy
+12,411
New +$3.7M 0.53% 30

Other funds holding IWV

SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Fiducient Advisors's IWV Position: Q3 2026 in Review

Fiducient Advisors opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2026: 72,316 shares worth $31.2M. The stake represents 4.67% of the portfolio and ranks #6 among its holdings. This is a return to the name: Fiducient Advisors previously reported a position in IWV as recently as Q3 2025.

Fiducient Advisors first reported a position in IWV in Q2 2024 and has held it in 7 quarters since. 664 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Fiducient Advisors held 72,316 shares of iShares Russell 3000 ETF worth $31.2M as of Q3 2026.
  • iShares Russell 3000 ETF was a new Fiducient Advisors position in Q3 2026.
  • iShares Russell 3000 ETF made up 4.67% of Fiducient Advisors's portfolio in Q3 2026, its #6 holding.
  • Fiducient Advisors first reported a position in iShares Russell 3000 ETF in Q2 2024 and has held it in 7 quarters since.
  • 664 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Fiducient Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.