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My Personal CFO LLC’s iShares Russell 3000 ETF IWV Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-9,286
Closed -$3.52M – 140
2025
Q3 		$3.52M Buy
+9,286
New +$3.39M 1.36% 22
2023
Q1 		– Sell
-964
Closed -$213K – 445
2022
Q4 		$213K Buy
964
+963
+96,300% +$214K 0.2% 66
2022
Q3 		$221K Sell
1
-1,153
-100% -$265K 0.34% 54
2022
Q2 		$251K Hold
1,154
– – 0.32% 50
2022
Q1 		$303K Sell
1,154
-50
-4% -$12.9K 0.31% 46
2021
Q4 		$334K Buy
+1,204
New +$326K 0.29% 48

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

My Personal CFO LLC's IWV Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 9,286 shares — an estimated $3.52M sold.

My Personal CFO LLC first reported a position in IWV in Q4 2021 and held it in 6 quarters. The position peaked at $3.52M in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 9,286 iShares Russell 3000 ETF shares in Q4 2025, an estimated $3.52M.
  • My Personal CFO LLC first reported a position in iShares Russell 3000 ETF in Q4 2021 and held it in 6 quarters.
  • My Personal CFO LLC's iShares Russell 3000 ETF position peaked at $3.52M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.