Lutz Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

Lutz Financial Services’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	$5.05M	Hold	11,854	–	–	0.31%	45
2026 Q1	$4.39M	Sell	11,854 -321	-3%	-$124K	0.3%	46
2025 Q4	$4.71M	Sell	12,175 -491	-4%	-$188K	0.32%	45
2025 Q3	$4.8M	Sell	12,666 -579	-4%	-$211K	0.35%	45
2025 Q2	$4.65M	Hold	13,245	–	–	0.36%	44
2025 Q1	$4.21M	Sell	13,245 -905	-6%	-$303K	0.34%	48
2024 Q4	$4.73M	Hold	14,150	–	–	0.38%	46
2024 Q3	$4.62M	Hold	14,150	–	–	0.38%	47
2024 Q2	$4.37M	Sell	14,150 -1,103	-7%	-$329K	0.38%	45
2024 Q1	$4.58M	Hold	15,253	–	–	0.4%	45
2023 Q4	$4.18M	Hold	15,253	–	–	0.39%	46
2023 Q3	$3.74M	Hold	15,253	–	–	0.41%	45
2023 Q2	$3.88M	Hold	15,253	–	–	0.42%	44
2023 Q1	$3.59M	Hold	15,253	–	–	0.41%	45
2022 Q4	$3.37M	Hold	15,253	–	–	0.41%	44
2022 Q3	$3.16M	Hold	15,253	–	–	0.43%	42
2022 Q2	$3.32M	Hold	15,253	–	–	0.44%	41
2022 Q1	$4M	Sell	15,253 -579	-4%	-$150K	0.49%	35
2021 Q4	$4.39M	Hold	15,832	–	–	0.54%	35
2021 Q3	$4.04M	Hold	15,832	–	–	0.52%	36
2021 Q2	$4.05M	Hold	15,832	–	–	0.54%	36
2021 Q1	$3.76M	Hold	15,832	–	–	0.56%	34
2020 Q4	$3.54M	Sell	15,832 -2,445	-13%	-$514K	0.58%	34
2020 Q3	$3.58M	Hold	18,277	–	–	0.69%	33
2020 Q2	$3.29M	Sell	18,277 -3,117	-15%	-$528K	0.67%	32
2020 Q1	$3.17M	Hold	21,394	–	–	0.71%	34
2019 Q4	$4.03M	Hold	21,394	–	–	0.72%	28
2019 Q3	$3.72M	Hold	21,394	–	–	0.71%	29
2019 Q2	$3.69M	Hold	21,394	–	–	0.72%	30
2019 Q1	$3.57M	Sell	21,394 -18,033	-46%	-$2.89M	0.73%	26
2018 Q4	$5.79M	Buy	39,427 +33,703	+589%	+$5.35M	1.29%	22
2018 Q3	$986K	Buy	+5,724	New	+$970K	0.22%	32

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

Lutz Financial Services's IWV Position: Q2 2026 in Review

Lutz Financial Services held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 11,854 shares worth $5.05M. The position accounts for 0.31% of the portfolio, ranked #45.

Lutz Financial Services first reported a position in IWV in Q3 2018 and has held it in 32 quarters since. The position peaked at $5.79M in Q4 2018. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Lutz Financial Services held 11,854 shares of iShares Russell 3000 ETF worth $5.05M as of Q2 2026.
Lutz Financial Services left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.31% of Lutz Financial Services's portfolio in Q2 2026, its #45 holding.
Lutz Financial Services first reported a position in iShares Russell 3000 ETF in Q3 2018 and has held it in 32 quarters since.
Lutz Financial Services's iShares Russell 3000 ETF position peaked at $5.79M in Q4 2018.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.