FG
IWV icon

Foster Group’s iShares Russell 3000 ETF IWV Stock Holding History

Foster 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 		$697K Sell
1,634
-23
-1% -$9.48K 0.02% 155
2026
Q1 		$614K Sell
1,657
-55
-3% -$21.3K 0.02% 148
2025
Q4 		$662K Hold
1,712
– – 0.02% 140
2025
Q3 		$649K Hold
1,712
– – 0.02% 136
2025
Q2 		$601K Hold
1,712
– – 0.02% 132
2025
Q1 		$544K Sell
1,712
-100
-6% -$33.5K 0.02% 122
2024
Q4 		$606K Sell
1,812
-150
-8% -$50.5K 0.02% 108
2024
Q3 		$641K Hold
1,962
– – 0.02% 116
2024
Q2 		$606K Sell
1,962
-3,889
-66% -$1.16M 0.02% 112
2024
Q1 		$1.76M Buy
5,851
+849
+17% +$242K 0.09% 62
2023
Q4 		$1.23M Hold
5,002
– – 0.07% 63
2023
Q3 		$1.23M Sell
5,002
-792
-14% -$202K 0.07% 63
2023
Q2 		$1.47M Sell
5,794
-1,393
-19% -$335K 0.09% 59
2023
Q1 		$1.69M Buy
7,187
+1,402
+24% +$324K 0.11% 50
2022
Q4 		$1.28M Sell
5,785
-604
-9% -$134K 0.1% 57
2022
Q3 		$1.32M Sell
6,389
-8,740
-58% -$2.01M 0.11% 52
2022
Q2 		$3.29M Buy
+15,129
New +$3.58M 0.23% 36

Other funds holding IWV

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Foster Group's IWV Position: Q2 2026 in Review

Foster Group reduced its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q2 2026, selling an estimated $9.48K and leaving 1,634 shares worth $697K. The position accounts for 0.02% of the portfolio, ranked #155.

Foster Group first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.29M in Q2 2022. 140 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Foster Group held 1,634 shares of iShares Russell 3000 ETF worth $697K as of Q2 2026.
  • Foster Group sold 23 iShares Russell 3000 ETF shares in Q2 2026, an estimated $9.48K.
  • iShares Russell 3000 ETF made up 0.02% of Foster Group's portfolio in Q2 2026, its #155 holding.
  • Foster Group first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
  • Foster Group's iShares Russell 3000 ETF position peaked at $3.29M in Q2 2022.
  • 140 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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