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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

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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. 189 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.
  • 189 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.