BFC Planning, Inc.’s iShares Russell 3000 ETF IWV Stock Holding History

BFC Planning, Inc.’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	$630K	Sell	1,459 -119	-8%	-$51.4K	0.02%	524
2026 Q2	$673K	Sell	1,578 -75	-5%	-$30.9K	0.03%	505
2026 Q1	$613K	Buy	1,653 +24	+1%	+$9.28K	0.03%	501
2025 Q4	$630K	Buy	1,629 +1,548	+1,911%	+$594K	0.03%	486
2025 Q3	$30.8K	Hold	81	–	–	﹤0.01%	1382
2025 Q2	$28.5K	Hold	81	–	–	﹤0.01%	1350
2025 Q1	$25.7K	Hold	81	–	–	﹤0.01%	1365
2024 Q4	$27K	Sell	81 -180	-69%	-$60.6K	﹤0.01%	1341
2024 Q3	$85.4K	Buy	+261	New	+$82.2K	0.01%	933

Other funds holding IWV

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s IWV Position: Q3 2026 in Review

BFC Planning, Inc. reduced its iShares Russell 3000 ETF (IWV) stake by 7.5% in Q3 2026, selling an estimated $51.4K and leaving 1,459 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #524.

BFC Planning, Inc. first reported a position in IWV in Q3 2024 and has held it in 9 quarters since. The position peaked at $673K in Q2 2026. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

BFC Planning, Inc. held 1,459 shares of iShares Russell 3000 ETF worth $630K as of Q3 2026.
BFC Planning, Inc. sold 119 iShares Russell 3000 ETF shares in Q3 2026, an estimated $51.4K.
iShares Russell 3000 ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q3 2026, its #524 holding.
BFC Planning, Inc. first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares Russell 3000 ETF position peaked at $673K in Q2 2026.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.