Prosperity Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Prosperity Financial Group’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	$334K	Sell	782 -1	-0.1%	-$412	0.1%	144
2026 Q1	$290K	Hold	783	–	–	0.11%	150
2025 Q4	$303K	Buy	783 +1	+0.1%	+$384	0.11%	137
2025 Q3	$297K	Sell	782 -1	-0.1%	-$365	0.11%	132
2025 Q2	$275K	Hold	783	–	–	0.12%	134
2025 Q1	$249K	Hold	783	–	–	0.12%	130
2024 Q4	$262K	Hold	783	–	–	0.13%	131
2024 Q3	$256K	Hold	783	–	–	0.14%	125
2024 Q2	$242K	Hold	783	–	–	0.15%	119
2024 Q1	$235K	Hold	783	–	–	0.15%	125
2023 Q4	$214K	Buy	+783	New	+$200K	0.15%	117

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

Prosperity Financial Group's IWV Position: Q2 2026 in Review

Prosperity Financial Group reduced its iShares Russell 3000 ETF (IWV) stake by 0.13% in Q2 2026, selling an estimated $412 and leaving 782 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #144.

Prosperity Financial Group first reported a position in IWV in Q4 2023 and has held it in 11 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Prosperity Financial Group held 782 shares of iShares Russell 3000 ETF worth $334K as of Q2 2026.
Prosperity Financial Group sold 1 iShares Russell 3000 ETF share in Q2 2026, an estimated $412.
iShares Russell 3000 ETF made up 0.1% of Prosperity Financial Group's portfolio in Q2 2026, its #144 holding.
Prosperity Financial Group first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 11 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.