Prosperity Planning’s iShares Russell 3000 ETF IWV Stock Holding History

Prosperity 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	$972K	Hold	2,280	–	–	0.22%	61
2026 Q1	$845K	Hold	2,280	–	–	0.21%	64
2025 Q4	$882K	Sell	2,280 -205	-8%	-$78.7K	0.23%	60
2025 Q3	$942K	Hold	2,485	–	–	0.25%	58
2025 Q2	$872K	Hold	2,485	–	–	0.25%	60
2025 Q1	$789K	Sell	2,485 -338	-12%	-$113K	0.25%	61
2024 Q4	$944K	Hold	2,823	–	–	0.3%	56
2024 Q3	$922K	Hold	2,823	–	–	0.29%	57
2024 Q2	$871K	Hold	2,823	–	–	0.3%	56
2024 Q1	$847K	Hold	2,823	–	–	0.29%	54
2023 Q4	$773K	Hold	2,823	–	–	0.29%	55
2023 Q3	$692K	Sell	2,823 -367	-12%	-$93.8K	0.29%	55
2023 Q2	$812K	Sell	3,190 -240	-7%	-$57.7K	0.34%	53
2023 Q1	$807K	Sell	3,430 -163	-5%	-$37.6K	0.35%	53
2022 Q4	$414K	Hold	3,593	–	–	0.2%	63
2022 Q3	$744K	Sell	3,593 -121	-3%	-$27.8K	0.39%	47
2022 Q2	$781K	Hold	3,714	–	–	0.4%	47
2022 Q1	$974K	Hold	3,714	–	–	0.48%	38
2021 Q4	$1.03M	Sell	3,714 -365	-9%	-$98.9K	0.52%	38
2021 Q3	$1.04M	Sell	4,079 -131	-3%	-$34.3K	0.57%	37
2021 Q2	$1.08M	Sell	4,210 -595	-12%	-$148K	0.67%	34
2021 Q1	$1.14M	Sell	4,805 -170	-3%	-$39.5K	0.81%	32
2020 Q4	$1.11M	Buy	+4,975	New	+$1.04M	0.94%	28

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 Planning's IWV Position: Q2 2026 in Review

Prosperity Planning held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,280 shares worth $972K. The position accounts for 0.22% of the portfolio, ranked #61.

Prosperity Planning first reported a position in IWV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q1 2021. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Prosperity Planning held 2,280 shares of iShares Russell 3000 ETF worth $972K as of Q2 2026.
Prosperity Planning left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.22% of Prosperity Planning's portfolio in Q2 2026, its #61 holding.
Prosperity Planning first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 23 quarters since.
Prosperity Planning's iShares Russell 3000 ETF position peaked at $1.14M in Q1 2021.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.