GRP
IWV icon

Global Retirement Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Global Retirement Partners’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 		$483K Buy
+1,133
New +$467K 0.01% 1046
2025
Q4 		$604K Buy
1,561
+149
+11% +$57.2K 0.01% 861
2025
Q3 		$535K Buy
1,412
+2
+0.1% +$729 0.01% 750
2025
Q2 		$495K Buy
+1,410
New +$458K 0.01% 712
2024
Q4 		$754K Buy
2,255
+769
+52% +$259K 0.02% 518
2024
Q3 		$486K Sell
1,486
-656
-31% -$206K 0.01% 638
2024
Q2 		$661K Buy
2,142
+980
+84% +$292K 0.02% 532
2024
Q1 		$349K Buy
1,162
+200
+21% +$57.1K 0.01% 611
2023
Q4 		$262K Buy
962
+23
+2% +$5.86K 0.01% 655
2023
Q3 		$228K Sell
939
-22
-2% -$5.62K 0.01% 626
2023
Q2 		$245K Buy
961
+653
+212% +$157K 0.01% 625
2023
Q1 		$72.1K Buy
308
+130
+73% +$30K ﹤0.01% 1057
2022
Q4 		$39.4K Buy
178
+50
+39% +$11.1K ﹤0.01% 1199
2022
Q3 		$29K Sell
128
-36
-22% -$8.28K ﹤0.01% 1223
2022
Q2 		$36K Hold
164
– – ﹤0.01% 1123
2022
Q1 		$37K Buy
+164
New +$42.5K ﹤0.01% 1120
2021
Q4 		– Sell
-22
Closed -$6K – 1040
2021
Q3 		$6K Hold
22
– – ﹤0.01% 1562
2021
Q2 		$6K Hold
22
– – ﹤0.01% 1525
2021
Q1 		$5K Sell
22
-40
-65% -$9.29K ﹤0.01% 1472
2020
Q4 		$14K Buy
62
+22
+55% +$4.62K ﹤0.01% 1161
2020
Q3 		$8K Hold
40
– – ﹤0.01% 1210
2020
Q2 		$7K Hold
40
– – ﹤0.01% 1206
2020
Q1 		$6K Hold
40
– – ﹤0.01% 1170
2019
Q4 		$7K Buy
40
+1
+3% +$180 ﹤0.01% 1242
2019
Q3 		$7K Hold
39
– – ﹤0.01% 1208
2019
Q2 		$7K Buy
+39
New +$6.62K ﹤0.01% 1203

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

Global Retirement Partners's IWV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 1,133 shares worth $483K. The stake represents 0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWV as recently as Q4 2025.

Global Retirement Partners first reported a position in IWV in Q2 2019 and has held it in 26 quarters since. The position peaked at $754K in Q4 2024. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Global Retirement Partners held 1,133 shares of iShares Russell 3000 ETF worth $483K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1046 holding.
  • Global Retirement Partners first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 26 quarters since.
  • Global Retirement Partners's iShares Russell 3000 ETF position peaked at $754K in Q4 2024.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.