Greenhouse Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Greenhouse Wealth Management’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	$467K	Hold	1,260	–	–	0.29%	39
2025 Q4	$487K	Sell	1,260 -52	-4%	-$20K	0.29%	35
2025 Q3	$497K	Hold	1,312	–	–	0.3%	34
2025 Q2	$458K	Buy	+1,312	New	+$426K	0.3%	36
2025 Q1	–	Sell	-1,312	Closed	-$439K	–	57
2024 Q4	$439K	Hold	1,312	–	–	0.29%	38
2024 Q3	$427K	Hold	1,312	–	–	0.29%	38
2024 Q2	$405K	Hold	1,312	–	–	0.3%	38
2024 Q1	$394K	Sell	1,312 -341	-21%	-$97.3K	0.3%	36
2023 Q4	$452K	Hold	1,653	–	–	0.37%	34
2023 Q3	$405K	Hold	1,653	–	–	0.36%	34
2023 Q2	$421K	Hold	1,653	–	–	0.37%	34
2023 Q1	$389K	Hold	1,653	–	–	0.37%	34
2022 Q4	$365K	Hold	1,653	–	–	0.37%	33
2022 Q3	$342K	Hold	1,653	–	–	0.38%	33
2022 Q2	$359K	Hold	1,653	–	–	0.39%	32
2022 Q1	$434K	Hold	1,653	–	–	0.41%	33
2021 Q4	$459K	Hold	1,653	–	–	0.41%	33
2021 Q3	$421K	Hold	1,653	–	–	0.4%	32
2021 Q2	$423K	Hold	1,653	–	–	0.39%	32
2021 Q1	$392K	Hold	1,653	–	–	0.39%	34
2020 Q4	$370K	Buy	+1,653	New	+$347K	0.37%	34

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

Greenhouse Wealth Management's IWV Position: Q1 2026 in Review

Greenhouse Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 1,260 shares worth $467K. The position accounts for 0.29% of the portfolio, ranked #39.

Greenhouse Wealth Management first reported a position in IWV in Q4 2020 and has held it in 21 quarters since. The position peaked at $497K in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Greenhouse Wealth Management held 1,260 shares of iShares Russell 3000 ETF worth $467K as of Q1 2026.
Greenhouse Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.29% of Greenhouse Wealth Management's portfolio in Q1 2026, its #39 holding.
Greenhouse Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 21 quarters since.
Greenhouse Wealth Management's iShares Russell 3000 ETF position peaked at $497K in Q3 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.