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Journey Strategic Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Journey Strategic Wealth’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 		$670K Sell
1,806
-1,148
-39% -$444K 0.02% 273
2025
Q4 		$1.14M Sell
2,954
-1,593
-35% -$611K 0.03% 153
2025
Q3 		$1.72M Buy
4,547
+2,337
+106% +$852K 0.05% 109
2025
Q2 		$776K Sell
2,210
-421
-16% -$137K 0.03% 206
2025
Q1 		$836K Sell
2,631
-6,263
-70% -$2.1M 0.03% 152
2024
Q4 		$2.97M Buy
8,894
+6,270
+239% +$2.11M 0.11% 53
2024
Q3 		$858K Sell
2,624
-1,530
-37% -$482K 0.03% 148
2024
Q2 		$1.28M Buy
4,154
+524
+14% +$156K 0.05% 72
2024
Q1 		$1.09M Buy
3,630
+204
+6% +$58.2K 0.05% 74
2023
Q4 		$938K Sell
3,426
-2,269
-40% -$579K 0.04% 66
2023
Q3 		$1.4M Sell
5,695
-873
-13% -$223K 0.07% 45
2023
Q2 		$1.67M Buy
6,568
+3,663
+126% +$881K 0.08% 40
2023
Q1 		$684K Sell
2,905
-3,344
-54% -$772K 0.07% 81
2022
Q4 		$1.38M Buy
6,249
+4,669
+296% +$1.04M 0.16% 46
2022
Q3 		$327K Buy
+1,580
New +$363K 0.04% 97

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Journey Strategic Wealth's IWV Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 39% in Q1 2026, selling an estimated $444K and leaving 1,806 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #273.

Journey Strategic Wealth first reported a position in IWV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q4 2024. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Journey Strategic Wealth held 1,806 shares of iShares Russell 3000 ETF worth $670K as of Q1 2026.
  • Journey Strategic Wealth sold 1,148 iShares Russell 3000 ETF shares in Q1 2026, an estimated $444K.
  • iShares Russell 3000 ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #273 holding.
  • Journey Strategic Wealth first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 15 quarters since.
  • Journey Strategic Wealth's iShares Russell 3000 ETF position peaked at $2.97M in Q4 2024.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.