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

LJI 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 Q2	$262K	Hold	615	–	–	0.04%	172
2026 Q1	$228K	Hold	615	–	–	0.04%	173
2025 Q4	$238K	Hold	615	–	–	0.04%	175
2025 Q3	$233K	Sell	615 -32	-5%	-$11.7K	0.04%	159
2025 Q2	$227K	Buy	+647	New	+$210K	0.04%	167
2025 Q1	–	Sell	-607	Closed	-$203K	–	188
2024 Q4	$203K	Sell	607 -122	-17%	-$41.1K	0.04%	172
2024 Q3	$238K	Hold	729	–	–	0.05%	171
2024 Q2	$225K	Hold	729	–	–	0.05%	167
2024 Q1	$219K	Buy	+729	New	+$208K	0.06%	138

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

LJI Wealth Management's IWV Position: Q2 2026 in Review

LJI Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 615 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #172.

LJI Wealth Management first reported a position in IWV in Q1 2024 and has held it in 9 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

LJI Wealth Management held 615 shares of iShares Russell 3000 ETF worth $262K as of Q2 2026.
LJI Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of LJI Wealth Management's portfolio in Q2 2026, its #172 holding.
LJI Wealth Management first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 9 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.