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Moneywise Inc’s iShares Russell 3000 ETF IWV Stock Holding History

Moneywise Inc’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 		$16.6M Sell
39,011
-1,276
-3% -$526K 6.21% 4
2026
Q1 		$14.9M Buy
40,287
+753
+2% +$291K 6.52% 3
2025
Q4 		$15.3M Buy
39,534
+885
+2% +$340K 6.36% 4
2025
Q3 		$14.6M Sell
38,649
-436
-1% -$159K 6.63% 4
2025
Q2 		$13.7M Buy
39,085
+2,193
+6% +$712K 6.43% 4
2025
Q1 		$11.7M Buy
36,892
+1,219
+3% +$409K 6.2% 5
2024
Q4 		$11.9M Buy
35,673
+2,956
+9% +$995K 5.98% 5
2024
Q3 		$10.7M Buy
32,717
+15,114
+86% +$4.76M 5.26% 6
2024
Q2 		$5.43M Buy
17,603
+7,457
+73% +$2.23M 2.88% 12
2024
Q1 		$3.04M Buy
10,146
+7,582
+296% +$2.16M 1.65% 17
2023
Q4 		$702K Buy
+2,564
New +$654K 0.4% 30

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneywise Inc's IWV Position: Q2 2026 in Review

Moneywise Inc reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q2 2026, selling an estimated $526K and leaving 39,011 shares worth $16.6M. The position accounts for 6.21% of the portfolio, ranked #4.

Moneywise Inc first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Moneywise Inc held 39,011 shares of iShares Russell 3000 ETF worth $16.6M as of Q2 2026.
  • Moneywise Inc sold 1,276 iShares Russell 3000 ETF shares in Q2 2026, an estimated $526K.
  • iShares Russell 3000 ETF made up 6.21% of Moneywise Inc's portfolio in Q2 2026, its #4 holding.
  • Moneywise Inc first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.