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Forum Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

Forum Financial Management’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 		$795K Buy
1,864
+4
+0.2% +$1.65K 0.01% 158
2026
Q1 		$690K Buy
1,860
+3
+0.2% +$1.16K 0.01% 163
2025
Q4 		$718K Buy
1,857
+147
+9% +$56.4K 0.01% 337
2025
Q3 		$648K Buy
1,710
+71
+4% +$25.9K 0.01% 361
2025
Q2 		$575K Buy
1,639
+5
+0.3% +$1.62K 0.01% 365
2025
Q1 		$519K Sell
1,634
-4
-0.2% -$1.34K 0.01% 352
2024
Q4 		$548K Buy
1,638
+12
+0.7% +$4.04K 0.01% 345
2024
Q3 		$531K Buy
1,626
+45
+3% +$14.2K 0.01% 312
2024
Q2 		$488K Buy
1,581
+3
+0.2% +$895 0.01% 315
2024
Q1 		$473K Buy
1,578
+12
+0.8% +$3.42K 0.01% 342
2023
Q4 		$429K Buy
+1,566
New +$399K 0.01% 335
2023
Q1 		– Sell
-952
Closed -$210K – 636
2022
Q4 		$210K Buy
+952
New +$212K 0.01% 533
2022
Q3 		– Sell
-970
Closed -$211K – 571
2022
Q2 		$211K Sell
970
-248
-20% -$58.7K 0.01% 499
2022
Q1 		$319K Buy
1,218
+95
+8% +$24.6K 0.02% 363
2021
Q4 		$312K Buy
+1,123
New +$304K 0.02% 400

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's IWV Position: Q2 2026 in Review

Forum Financial Management increased its iShares Russell 3000 ETF (IWV) stake by 0.22% in Q2 2026, buying an estimated $1.65K and bringing the position to 1,864 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #158.

Forum Financial Management first reported a position in IWV in Q4 2021 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Forum Financial Management held 1,864 shares of iShares Russell 3000 ETF worth $795K as of Q2 2026.
  • Forum Financial Management bought 4 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.65K.
  • iShares Russell 3000 ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #158 holding.
  • Forum Financial Management first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.