GPFA
IWV icon

Game Plan Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Game Plan Financial Advisors’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 		$25.6K Hold
60
– – 0.01% 178
2026
Q1 		$22.2K Hold
60
– – 0.01% 171
2025
Q4 		$23.2K Sell
60
-15
-20% -$5.76K 0.01% 173
2025
Q3 		$28.4K Hold
75
– – 0.01% 171
2025
Q2 		$26.3K Hold
75
– – 0.01% 173
2025
Q1 		$23.8K Hold
75
– – 0.01% 174
2024
Q4 		$25.1K Hold
75
– – 0.01% 168
2024
Q3 		$24.5K Hold
75
– – 0.01% 176
2024
Q2 		$23.1K Hold
75
– – 0.01% 186
2024
Q1 		$22.5K Hold
75
– – 0.01% 201
2023
Q4 		$20.5K Buy
+75
New +$19.1K 0.01% 196

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

Game Plan Financial Advisors's IWV Position: Q2 2026 in Review

Game Plan Financial Advisors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 60 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #178.

Game Plan Financial Advisors first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.4K in Q3 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Game Plan Financial Advisors held 60 shares of iShares Russell 3000 ETF worth $25.6K as of Q2 2026.
  • Game Plan Financial Advisors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Game Plan Financial Advisors first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • Game Plan Financial Advisors's iShares Russell 3000 ETF position peaked at $28.4K in Q3 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.