Holistic Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Holistic Planning’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	$222K	Buy	+520	New	+$214K	0.03%	313
2026 Q1	–	Sell	-547	Closed	-$212K	–	303
2025 Q4	$212K	Sell	547 -22	-4%	-$8.44K	0.05%	265
2025 Q3	$216K	Sell	569 -113	-17%	-$41.2K	0.06%	217
2025 Q2	$239K	Hold	682	–	–	0.07%	198
2025 Q1	$217K	Hold	682	–	–	0.07%	181
2024 Q4	$228K	Hold	682	–	–	0.08%	157
2024 Q3	$223K	Buy	682 +15	+2%	+$4.72K	0.09%	141
2024 Q2	$200K	Hold	667	–	–	0.15%	114
2024 Q1	$200K	Buy	+667	New	+$190K	0.15%	115

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Holistic Planning's IWV Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 520 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #313 among its holdings. This is a return to the name: Holistic Planning previously reported a position in IWV as recently as Q4 2025.

Holistic Planning first reported a position in IWV in Q1 2024 and has held it in 9 quarters since. The position peaked at $239K in Q2 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Holistic Planning held 520 shares of iShares Russell 3000 ETF worth $222K as of Q2 2026.
iShares Russell 3000 ETF was a new Holistic Planning position in Q2 2026.
iShares Russell 3000 ETF made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #313 holding.
Holistic Planning first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
Holistic Planning's iShares Russell 3000 ETF position peaked at $239K in Q2 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.