ORG Partners’s iShares Russell 3000 ETF IWV Stock Holding History

ORG Partners’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	$58.8K	Hold	152	–	–	0.01%	555
2025 Q3	$57.6K	Hold	152	–	–	0.01%	555
2025 Q2	$53.4K	Hold	152	–	–	0.01%	524
2025 Q1	$48.5K	Hold	152	–	–	0.01%	490
2024 Q4	$50.8K	Hold	152	–	–	0.01%	548
2024 Q3	$49.7K	Hold	152	–	–	0.01%	517
2024 Q2	$47K	Buy	+152	New	+$45.4K	0.01%	811
2023 Q3	–	Sell	-152	Closed	-$39K	–	1491
2023 Q2	$39K	Buy	+152	New	+$36.6K	0.01%	722

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ORG Partners's IWV Position: Q4 2025 in Review

ORG Partners held its iShares Russell 3000 ETF (IWV) position steady in Q4 2025 at 152 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #555.

ORG Partners first reported a position in IWV in Q2 2023 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

ORG Partners held 152 shares of iShares Russell 3000 ETF worth $58.8K as of Q4 2025.
ORG Partners left its iShares Russell 3000 ETF share count unchanged in Q4 2025.
iShares Russell 3000 ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #555 holding.
ORG Partners first reported a position in iShares Russell 3000 ETF in Q2 2023 and has held it in 8 quarters since.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.