Financial Enhancement Group’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Enhancement Group’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	$210K	Buy	+493	New	+$203K	0.03%	135
2022 Q4	–	Sell	-393	Closed	-$81K	–	220
2022 Q3	$81K	Hold	393	–	–	0.02%	125
2022 Q2	$85K	Hold	393	–	–	0.02%	122
2022 Q1	$103K	Hold	393	–	–	0.02%	124
2021 Q4	$109K	Hold	393	–	–	0.02%	121
2021 Q3	$100K	Sell	393 -57	-13%	-$14.9K	0.02%	121
2021 Q2	$115K	Hold	450	–	–	0.02%	104
2021 Q1	$107K	Hold	450	–	–	0.02%	107
2020 Q4	$101K	Hold	450	–	–	0.02%	114
2020 Q3	$88K	Hold	450	–	–	0.02%	108
2020 Q2	$81K	Hold	450	–	–	0.02%	114
2020 Q1	$67K	Buy	+450	New	+$80.1K	0.02%	119
2018 Q2	–	Sell	-11	Closed	-$2K	–	266
2018 Q1	$2K	Buy	+11	New	+$1.78K	﹤0.01%	228

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 Enhancement Group's IWV Position: Q2 2026 in Review

Financial Enhancement Group opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 493 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #135 among its holdings. This is a return to the name: Financial Enhancement Group previously reported a position in IWV as recently as Q3 2022.

Financial Enhancement Group first reported a position in IWV in Q1 2018 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Financial Enhancement Group held 493 shares of iShares Russell 3000 ETF worth $210K as of Q2 2026.
iShares Russell 3000 ETF was a new Financial Enhancement Group position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Financial Enhancement Group's portfolio in Q2 2026, its #135 holding.
Financial Enhancement Group first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.