Financial Engines Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Engines 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 Q2	$3.06M	Sell	7,167 -93	-1%	-$38.3K	0.01%	190
2026 Q1	$2.69M	Sell	7,260 -206	-3%	-$79.7K	0.01%	192
2025 Q4	$2.89M	Sell	7,466 -552	-7%	-$212K	0.01%	195
2025 Q3	$3.04M	Sell	8,018 -13	-0.2%	-$4.74K	0.01%	190
2025 Q2	$2.82M	Buy	8,031 +7,280	+969%	+$2.36M	0.01%	186
2025 Q1	$239K	Hold	751	–	–	﹤0.01%	398
2024 Q4	$251K	Buy	751 +113	+18%	+$38K	﹤0.01%	408
2024 Q3	$208K	Buy	+638	New	+$201K	﹤0.01%	360
2024 Q2	–	Sell	-717	Closed	-$215K	–	360
2024 Q1	$215K	Sell	717 -431	-38%	-$123K	﹤0.01%	323
2023 Q4	$314K	Buy	1,148 +47	+4%	+$12K	﹤0.01%	264
2023 Q3	$271K	Buy	1,101 +261	+31%	+$66.7K	﹤0.01%	248
2023 Q2	$214K	Buy	+840	New	+$202K	﹤0.01%	274
2023 Q1	–	Sell	-1,377	Closed	-$304K	–	300
2022 Q4	$304K	Buy	+1,377	New	+$306K	﹤0.01%	249
2022 Q3	–	Sell	-2,793	Closed	-$607K	–	297
2022 Q2	$607K	Buy	+2,793	New	+$661K	﹤0.01%	187
2021 Q4	–	Sell	-4,463	Closed	-$1.14M	–	285
2021 Q3	$1.14M	Hold	4,463	–	–	﹤0.01%	105
2021 Q2	$1.14M	Hold	4,463	–	–	﹤0.01%	91
2021 Q1	$1.06M	Sell	4,463 -49	-1%	-$11.4K	﹤0.01%	112
2020 Q4	$1.01M	Sell	4,512 -91	-2%	-$19.1K	﹤0.01%	112
2020 Q3	$901K	Buy	+4,603	New	+$891K	﹤0.01%	116
2018 Q1	–	Sell	-40	Closed	-$6K	–	181
2017 Q4	$6K	Buy	+40	New	+$6.17K	﹤0.01%	115

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

Financial Engines Advisors's IWV Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $38.3K and leaving 7,167 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #190.

Financial Engines Advisors first reported a position in IWV in Q4 2017 and has held it in 20 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Financial Engines Advisors held 7,167 shares of iShares Russell 3000 ETF worth $3.06M as of Q2 2026.
Financial Engines Advisors sold 93 iShares Russell 3000 ETF shares in Q2 2026, an estimated $38.3K.
iShares Russell 3000 ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #190 holding.
Financial Engines Advisors first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 20 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.