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Financial Council’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Council’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 		$6.25M Buy
14,651
+146
+1% +$60.2K 2.03% 12
2026
Q1 		$5.38M Sell
14,505
-155
-1% -$60K 2.07% 12
2025
Q4 		$5.67M Sell
14,660
-10
-0.1% -$3.84K 2.26% 12
2025
Q3 		$5.56M Sell
14,670
-150
-1% -$54.7K 2.47% 11
2025
Q2 		$5.2M Sell
14,820
-824
-5% -$268K 2.51% 11
2025
Q1 		$4.97M Sell
15,644
-119
-0.8% -$39.9K 2.68% 10
2024
Q4 		$5.27M Buy
15,763
+5
+0% +$1.68K 2.72% 9
2024
Q3 		$5.15M Sell
15,758
-133
-0.8% -$41.9K 2.68% 9
2024
Q2 		$4.91M Sell
15,891
-1,075
-6% -$321K 2.74% 9
2024
Q1 		$5.09M Sell
16,966
-246
-1% -$70.2K 3.01% 9
2023
Q4 		$4.71M Sell
17,212
-194
-1% -$49.5K 3.16% 8
2023
Q3 		$4.27M Sell
17,406
-624
-3% -$159K 3.39% 8
2023
Q2 		$4.59M Sell
18,030
-55
-0.3% -$13.2K 3.5% 8
2023
Q1 		$4.26M Sell
18,085
-450
-2% -$104K 3.47% 8
2022
Q4 		$4.09M Sell
18,535
-426
-2% -$94.7K 2.56% 12
2022
Q3 		$3.93M Sell
18,961
-216
-1% -$49.7K 4.53% 8
2022
Q2 		$4.17M Sell
19,177
-82
-0.4% -$19.4K 5.2% 8
2022
Q1 		$5.05M Sell
19,259
-261
-1% -$67.6K 6.12% 5
2021
Q4 		$5.42M Buy
19,520
+115
+0.6% +$31.2K 6.47% 5
2021
Q3 		$4.95M Buy
+19,405
New +$5.08M 6.98% 5

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

Financial Council's IWV Position: Q2 2026 in Review

Financial Council increased its iShares Russell 3000 ETF (IWV) stake by 1% in Q2 2026, buying an estimated $60.2K and bringing the position to 14,651 shares worth $6.25M. The position accounts for 2.03% of the portfolio, ranked #12.

Financial Council first reported a position in IWV in Q3 2021 and has held it in 20 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Financial Council held 14,651 shares of iShares Russell 3000 ETF worth $6.25M as of Q2 2026.
  • Financial Council bought 146 iShares Russell 3000 ETF shares in Q2 2026, an estimated $60.2K.
  • iShares Russell 3000 ETF made up 2.03% of Financial Council's portfolio in Q2 2026, its #12 holding.
  • Financial Council first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 20 quarters since.
  • 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Financial Council's 13F filing for Q2 2026, filed 4 Aug 2026.