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Financial Life Planners’s iShares Russell 3000 ETF IWV Stock Holding History

Financial Life Planners’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 		$9.61K Buy
23
+1
+5% +$412 0.01% 239
2026
Q1 		$8.33K Buy
+22
New +$8.51K 0.01% 248
2025
Q4 		– Sell
-22
Closed -$8.48K – 190
2025
Q3 		$8.48K Buy
+22
New +$8.02K 0.01% 256
2025
Q1 		– Sell
-22
Closed -$7.42K – 227
2024
Q4 		$7.42K Buy
+22
New +$7.41K 0.01% 282

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Financial Life Planners's IWV Position: Q2 2026 in Review

Financial Life Planners increased its iShares Russell 3000 ETF (IWV) stake by 4.5% in Q2 2026, buying an estimated $412 and bringing the position to 23 shares worth $9.61K. The position accounts for 0.01% of the portfolio, ranked #239.

Financial Life Planners first reported a position in IWV in Q4 2024 and has held it in 4 quarters since. 423 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Financial Life Planners held 23 shares of iShares Russell 3000 ETF worth $9.61K as of Q2 2026.
  • Financial Life Planners bought 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
  • iShares Russell 3000 ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #239 holding.
  • Financial Life Planners first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 4 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.