Phillips Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

Phillips Financial Management’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	$202K	Hold	473	–	–	0.01%	207
2026 Q1	$175K	Hold	473	–	–	0.01%	200
2025 Q4	$183K	Hold	473	–	–	0.01%	209
2025 Q3	$179K	Hold	473	–	–	0.01%	218
2025 Q2	$166K	Hold	473	–	–	0.01%	189
2025 Q1	$150K	Hold	473	–	–	0.01%	184
2024 Q4	$158K	Hold	473	–	–	0.01%	179
2024 Q3	$155K	Sell	473 -16	-3%	-$5.04K	0.01%	188
2024 Q2	$151K	Hold	489	–	–	0.01%	191
2024 Q1	$147K	Hold	489	–	–	0.01%	186
2023 Q4	$134K	Hold	489	–	–	0.01%	173
2023 Q3	$120K	Sell	489 -57	-10%	-$14.6K	0.01%	172
2023 Q2	$139K	Hold	546	–	–	0.01%	169
2023 Q1	$129K	Hold	546	–	–	0.01%	176
2022 Q4	$120K	Hold	546	–	–	0.01%	163
2022 Q3	$113K	Buy	+546	New	+$126K	0.01%	156

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phillips Financial Management's IWV Position: Q2 2026 in Review

Phillips Financial Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 473 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #207.

Phillips Financial Management first reported a position in IWV in Q3 2022 and has held it in 16 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Phillips Financial Management held 473 shares of iShares Russell 3000 ETF worth $202K as of Q2 2026.
Phillips Financial Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #207 holding.
Phillips Financial Management first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 16 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.