Focus Partners Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Focus Partners Wealth’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	$188M	Buy	440,213 +79,810	+22%	+$32.9M	0.19%	108
2026 Q1	$134M	Sell	360,403 -3,991	-1%	-$1.54M	0.15%	146
2025 Q4	$141M	Buy	364,394 +21,635	+6%	+$8.3M	0.16%	129
2025 Q3	$130M	Sell	342,759 -22,340	-6%	-$8.15M	0.21%	87
2025 Q2	$128M	Buy	365,099 +418	+0.1%	+$136K	0.28%	71
2025 Q1	$116M	Sell	364,681 -6,346	-2%	-$2.13M	0.29%	70
2024 Q4	$124M	Sell	371,027 -2,470	-0.7%	-$831K	0.32%	62
2024 Q3	$122M	Sell	373,497 -234,235	-39%	-$73.7M	0.39%	57
2024 Q2	$188M	Buy	607,732 +304,954	+101%	+$91M	0.63%	33
2024 Q1	$90.9M	Buy	302,778 +12,413	+4%	+$3.54M	0.74%	27
2023 Q4	$79.5M	Buy	+290,365	New	+$74M	1.04%	15

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

Focus Partners Wealth's IWV Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Russell 3000 ETF (IWV) stake by 22% in Q2 2026, buying an estimated $32.9M and bringing the position to 440,213 shares worth $188M. The position accounts for 0.19% of the portfolio, ranked #108.

Focus Partners Wealth first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Focus Partners Wealth held 440,213 shares of iShares Russell 3000 ETF worth $188M as of Q2 2026.
Focus Partners Wealth bought 79,810 iShares Russell 3000 ETF shares in Q2 2026, an estimated $32.9M.
iShares Russell 3000 ETF made up 0.19% of Focus Partners Wealth's portfolio in Q2 2026, its #108 holding.
Focus Partners Wealth first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.