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MPS Loria Financial Planners’s iShares Russell 3000 ETF IWV Stock Holding History

MPS Loria Financial Planners’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
Q1 		$4.78M Buy
12,897
+178
+1% +$68.9K 1.26% 7
2025
Q4 		$4.92M Buy
12,719
+193
+2% +$74.1K 1.26% 7
2025
Q3 		$4.75M Buy
12,526
+124
+1% +$45.2K 1.26% 7
2025
Q2 		$4.35M Sell
12,402
-1,602
-11% -$520K 1.28% 7
2025
Q1 		$4.45M Sell
14,004
-2,047
-13% -$686K 1.32% 8
2024
Q4 		$5.36M Buy
16,051
+140
+0.9% +$47.1K 1.59% 5
2024
Q3 		$5.2M Buy
15,911
+56
+0.4% +$17.6K 1.55% 5
2024
Q2 		$4.89M Sell
15,855
-70
-0.4% -$20.9K 1.58% 5
2024
Q1 		$4.78M Buy
15,925
+670
+4% +$191K 1.61% 5
2023
Q4 		$4.18M Sell
15,255
-203
-1% -$51.8K 1.47% 5
2023
Q3 		$3.79M Buy
15,458
+129
+0.8% +$33K 1.49% 5
2023
Q2 		$3.9M Sell
15,329
-350
-2% -$84.2K 1.47% 5
2023
Q1 		$3.69M Sell
15,679
-3,499
-18% -$808K 1.49% 5
2022
Q4 		$4.23M Sell
19,178
-932
-5% -$207K 1.88% 6
2022
Q3 		$4.16M Sell
20,110
-131
-0.6% -$30.1K 1.62% 9
2022
Q2 		$4.4M Sell
20,241
-191
-0.9% -$45.2K 1.98% 5
2022
Q1 		$5.36M Sell
20,432
-123
-0.6% -$31.8K 2.25% 4
2021
Q4 		$5.7M Sell
20,555
-203
-1% -$55K 2.33% 4
2021
Q3 		$5.29M Sell
20,758
-716
-3% -$187K 2.42% 4
2021
Q2 		$5.5M Sell
21,474
-823
-4% -$205K 2.53% 4
2021
Q1 		$5.29M Sell
22,297
-4,002
-15% -$930K 2.46% 4
2020
Q4 		$5.8M Buy
26,299
+26
+0.1% +$5.46K 2.61% 5
2020
Q3 		$5.14M Sell
26,273
-1,385
-5% -$268K 2.66% 5
2020
Q2 		$4.98M Buy
27,658
+741
+3% +$126K 2.67% 6
2020
Q1 		$3.99M Sell
26,917
-841
-3% -$150K 3.07% 6
2019
Q4 		$5.23M Sell
27,758
-471
-2% -$84.9K 3.09% 6
2019
Q3 		$4.91M Sell
28,229
-1,589
-5% -$276K 3.19% 6
2019
Q2 		$5.14M Buy
29,818
+409
+1% +$69.4K 3.28% 6
2019
Q1 		$4.9M Sell
29,409
-169
-0.6% -$27.1K 3.25% 6
2018
Q4 		$4.34M Sell
29,578
-248
-0.8% -$39.4K 3.12% 7
2018
Q3 		$5.16M Sell
29,826
-192
-0.6% -$32.5K 3.23% 6
2018
Q2 		$4.87M Buy
30,018
+1,167
+4% +$188K 4.91% 6
2018
Q1 		$4.51M Sell
28,851
-19
-0.1% -$3.07K 3.18% 7
2017
Q4 		$4.57M Sell
28,870
-430
-1% -$66.3K 3.12% 7
2017
Q3 		$4.37M Buy
29,300
+21
+0.1% +$3.07K 3.13% 7
2017
Q2 		$4.26M Buy
+29,279
New +$4.16M 2.85% 7

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MPS Loria Financial Planners's IWV Position: Q1 2026 in Review

MPS Loria Financial Planners increased its iShares Russell 3000 ETF (IWV) stake by 1.4% in Q1 2026, buying an estimated $68.9K and bringing the position to 12,897 shares worth $4.78M. The position accounts for 1.26% of the portfolio, ranked #7.

MPS Loria Financial Planners first reported a position in IWV in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.8M in Q4 2020. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • MPS Loria Financial Planners held 12,897 shares of iShares Russell 3000 ETF worth $4.78M as of Q1 2026.
  • MPS Loria Financial Planners bought 178 iShares Russell 3000 ETF shares in Q1 2026, an estimated $68.9K.
  • iShares Russell 3000 ETF made up 1.26% of MPS Loria Financial Planners's portfolio in Q1 2026, its #7 holding.
  • MPS Loria Financial Planners first reported a position in iShares Russell 3000 ETF in Q2 2017 and has held it in 36 quarters since.
  • MPS Loria Financial Planners's iShares Russell 3000 ETF position peaked at $5.8M in Q4 2020.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.