Partners in Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Partners in Financial Planning’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	$226K	Hold	611	–	–	0.04%	114
2025 Q4	$236K	Hold	611	–	–	0.04%	106
2025 Q3	$232K	Hold	611	–	–	0.04%	105
2025 Q2	$214K	Buy	+611	New	+$198K	0.04%	104
2025 Q1	–	Sell	-891	Closed	-$298K	–	106
2024 Q4	$298K	Hold	891	–	–	0.06%	87
2024 Q3	$291K	Hold	891	–	–	0.06%	88
2024 Q2	$275K	Hold	891	–	–	0.06%	87
2024 Q1	$267K	Hold	891	–	–	0.06%	90
2023 Q4	$244K	Hold	891	–	–	0.06%	89
2023 Q3	$218K	Hold	891	–	–	0.06%	92
2023 Q2	$227K	Hold	891	–	–	0.06%	90
2023 Q1	$210K	Buy	+891	New	+$206K	0.06%	91
2022 Q4	–	Sell	-891	Closed	-$204K	–	93
2022 Q3	$204K	Hold	891	–	–	0.06%	90
2022 Q2	$210K	Hold	891	–	–	0.07%	91
2022 Q1	$220K	Hold	891	–	–	0.07%	85
2021 Q4	$229K	Hold	891	–	–	0.07%	85
2021 Q3	$227K	Hold	891	–	–	0.07%	85
2021 Q2	$228K	Buy	+891	New	+$222K	0.07%	83

Other funds holding IWV

SCM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Partners in Financial Planning's IWV Position: Q1 2026 in Review

Partners in Financial Planning held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 611 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #114.

Partners in Financial Planning first reported a position in IWV in Q2 2021 and has held it in 18 quarters since. The position peaked at $298K in Q4 2024. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Partners in Financial Planning held 611 shares of iShares Russell 3000 ETF worth $226K as of Q1 2026.
Partners in Financial Planning left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.04% of Partners in Financial Planning's portfolio in Q1 2026, its #114 holding.
Partners in Financial Planning first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 18 quarters since.
Partners in Financial Planning's iShares Russell 3000 ETF position peaked at $298K in Q4 2024.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.