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 Q3	$1.78M	Sell	4,129 -34,882	-89%	-$15.1M	1.69%	20
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Moneywise Inc's IWV Position: Q3 2026 in Review

Moneywise Inc reduced its iShares Russell 3000 ETF (IWV) stake by 89% in Q3 2026, selling an estimated $15.1M and leaving 4,129 shares worth $1.78M. The position accounts for 1.69% of the portfolio, ranked #20.

Moneywise Inc first reported a position in IWV in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q2 2026. 570 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Moneywise Inc held 4,129 shares of iShares Russell 3000 ETF worth $1.78M as of Q3 2026.
Moneywise Inc sold 34,882 iShares Russell 3000 ETF shares in Q3 2026, an estimated $15.1M.
iShares Russell 3000 ETF made up 1.69% of Moneywise Inc's portfolio in Q3 2026, its #20 holding.
Moneywise Inc first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 12 quarters since.
Moneywise Inc's iShares Russell 3000 ETF position peaked at $16.6M in Q2 2026.
570 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.