Financial Council
IWV icon

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
Q3 		$5.98M Sell
13,860
-791
-5% -$342K 1.89% 12
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 		$4.94M Buy
+19,405
New +$5.08M 6.98% 5

Other funds holding IWV

American Family Investments
American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return
SCS Capital Management
SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 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

Financial Council's IWV Position: Q3 2026 in Review

Financial Council reduced its iShares Russell 3000 ETF (IWV) stake by 5.4% in Q3 2026, selling an estimated $342K and leaving 13,860 shares worth $5.98M. The position accounts for 1.89% of the portfolio, ranked #12.

Financial Council first reported a position in IWV in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.25M in Q2 2026. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Financial Council held 13,860 shares of iShares Russell 3000 ETF worth $5.98M as of Q3 2026.
  • Financial Council sold 791 iShares Russell 3000 ETF shares in Q3 2026, an estimated $342K.
  • iShares Russell 3000 ETF made up 1.89% of Financial Council's portfolio in Q3 2026, its #12 holding.
  • Financial Council first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 21 quarters since.
  • Financial Council's iShares Russell 3000 ETF position peaked at $6.25M in Q2 2026.
  • 791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.