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Peak Retirement Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Peak Retirement 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
Q2 		$224K Buy
+525
New +$216K 0.04% 171
2026
Q1 		– Sell
-524
Closed -$203K – 157
2025
Q4 		$203K Buy
+524
New +$201K 0.05% 143

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peak Retirement Planning's IWV Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in iShares Russell 3000 ETF (IWV) in Q2 2026: 525 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #171 among its holdings. This is a return to the name: Peak Retirement Planning previously reported a position in IWV as recently as Q4 2025.

Peak Retirement Planning first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Peak Retirement Planning held 525 shares of iShares Russell 3000 ETF worth $224K as of Q2 2026.
  • iShares Russell 3000 ETF was a new Peak Retirement Planning position in Q2 2026.
  • iShares Russell 3000 ETF made up 0.04% of Peak Retirement Planning's portfolio in Q2 2026, its #171 holding.
  • Peak Retirement Planning first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.