Francis Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Francis Financial’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 Q1	$298K	Hold	803	–	–	0.06%	89
2025 Q4	$311K	Hold	803	–	–	0.06%	87
2025 Q3	$304K	Hold	803	–	–	0.05%	97
2025 Q2	$282K	Hold	803	–	–	0.06%	79
2025 Q1	$255K	Sell	803 -1,228	-60%	-$412K	0.06%	74
2024 Q4	$679K	Hold	2,031	–	–	0.17%	41
2024 Q3	$664K	Sell	2,031 -25	-1%	-$7.87K	0.17%	43
2024 Q2	$635K	Hold	2,056	–	–	0.19%	41
2024 Q1	$617K	Sell	2,056 -89	-4%	-$25.4K	0.2%	37
2023 Q4	$587K	Sell	2,145 -11	-0.5%	-$2.81K	0.25%	32
2023 Q3	$528K	Sell	2,156 -78	-3%	-$19.9K	0.28%	28
2023 Q2	$569K	Sell	2,234 -28	-1%	-$6.73K	0.31%	29
2023 Q1	$532K	Sell	2,262 -26	-1%	-$6K	0.36%	27
2022 Q4	$505K	Sell	2,288 -4	-0.2%	-$889	0.47%	23
2022 Q3	$475K	Hold	2,292	–	–	0.49%	18
2022 Q2	$524K	Buy	+2,292	New	+$543K	0.46%	21
2018 Q1	$390K	Hold	2,496	–	–	0.9%	11
2017 Q4	$395K	Buy	+2,496	New	+$385K	0.85%	13

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Francis Financial's IWV Position: Q1 2026 in Review

Francis Financial held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 803 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #89.

Francis Financial first reported a position in IWV in Q4 2017 and has held it in 18 quarters since. The position peaked at $679K in Q4 2024. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Francis Financial held 803 shares of iShares Russell 3000 ETF worth $298K as of Q1 2026.
Francis Financial left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.06% of Francis Financial's portfolio in Q1 2026, its #89 holding.
Francis Financial first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 18 quarters since.
Francis Financial's iShares Russell 3000 ETF position peaked at $679K in Q4 2024.
867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.