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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
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

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

Financial Council's IWV Position: Q1 2026 in Review

Financial Council reduced its iShares Russell 3000 ETF (IWV) stake by 1.1% in Q1 2026, selling an estimated $60K and leaving 14,505 shares worth $5.38M. The position accounts for 2.07% of the portfolio, ranked #12.

Financial Council first reported a position in IWV in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.67M in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Financial Council held 14,505 shares of iShares Russell 3000 ETF worth $5.38M as of Q1 2026.
  • Financial Council sold 155 iShares Russell 3000 ETF shares in Q1 2026, an estimated $60K.
  • iShares Russell 3000 ETF made up 2.07% of Financial Council's portfolio in Q1 2026, its #12 holding.
  • Financial Council first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's iShares Russell 3000 ETF position peaked at $5.67M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.