Morris Financial Concepts’s iShares Russell 3000 ETF IWV Stock Holding History

Morris Financial Concepts’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	$9.81K	Hold	23	–	–	﹤0.01%	184
2026 Q1	$8.53K	Buy	+23	New	+$8.9K	﹤0.01%	179
2025 Q3	–	Sell	-10	Closed	-$3.51K	–	200
2025 Q2	$3.51K	Hold	10	–	–	﹤0.01%	187
2025 Q1	$3.18K	Hold	10	–	–	﹤0.01%	189
2024 Q4	$3.34K	Sell	10 -210	-95%	-$70.7K	﹤0.01%	175
2024 Q3	$71.9K	Buy	220 +39	+22%	+$12.3K	0.03%	141
2024 Q2	$55.9K	Hold	181	–	–	0.03%	119
2024 Q1	$54.3K	Hold	181	–	–	0.03%	117
2023 Q4	$49.6K	Hold	181	–	–	0.03%	115
2023 Q3	$44.4K	Buy	181 +39	+27%	+$9.96K	0.03%	107
2023 Q2	$36.2K	Hold	142	–	–	0.02%	114
2023 Q1	$33.4K	Hold	142	–	–	0.02%	112
2022 Q4	$31.4K	Hold	142	–	–	0.03%	103
2022 Q3	$29K	Buy	142 +1	+0.7%	+$230	0.03%	83
2022 Q2	$31K	Hold	141	–	–	0.03%	91
2022 Q1	$37K	Hold	141	–	–	0.03%	90
2021 Q4	$39K	Buy	+141	New	+$38.2K	0.03%	83

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

Morris Financial Concepts's IWV Position: Q2 2026 in Review

Morris Financial Concepts held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 23 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #184.

Morris Financial Concepts first reported a position in IWV in Q4 2021 and has held it in 17 quarters since. The position peaked at $71.9K in Q3 2024. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Morris Financial Concepts held 23 shares of iShares Russell 3000 ETF worth $9.81K as of Q2 2026.
Morris Financial Concepts left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #184 holding.
Morris Financial Concepts first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 17 quarters since.
Morris Financial Concepts's iShares Russell 3000 ETF position peaked at $71.9K in Q3 2024.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.