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 Q3	$683K	Sell	1,582 -52	-3%	-$22.5K	0.02%	155
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

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IIM

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Foster Group's IWV Position: Q3 2026 in Review

Foster Group reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q3 2026, selling an estimated $22.5K and leaving 1,582 shares worth $683K. 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 18 quarters since. The position peaked at $3.29M in Q2 2022. 156 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Foster Group held 1,582 shares of iShares Russell 3000 ETF worth $683K as of Q3 2026.
Foster Group sold 52 iShares Russell 3000 ETF shares in Q3 2026, an estimated $22.5K.
iShares Russell 3000 ETF made up 0.02% of Foster Group's portfolio in Q3 2026, its #155 holding.
Foster Group first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 18 quarters since.
Foster Group's iShares Russell 3000 ETF position peaked at $3.29M in Q2 2022.
156 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.