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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
Q3 		$906K Sell
2,098
-182
-8% -$78.6K 0.2% 66
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

TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
JA
JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Prosperity Planning's IWV Position: Q3 2026 in Review

Prosperity Planning reduced its iShares Russell 3000 ETF (IWV) stake by 8% in Q3 2026, selling an estimated $78.6K and leaving 2,098 shares worth $906K. The position accounts for 0.2% of the portfolio, ranked #66.

Prosperity Planning first reported a position in IWV in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.14M in Q1 2021. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Prosperity Planning held 2,098 shares of iShares Russell 3000 ETF worth $906K as of Q3 2026.
  • Prosperity Planning sold 182 iShares Russell 3000 ETF shares in Q3 2026, an estimated $78.6K.
  • iShares Russell 3000 ETF made up 0.2% of Prosperity Planning's portfolio in Q3 2026, its #66 holding.
  • Prosperity Planning first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's iShares Russell 3000 ETF position peaked at $1.14M in Q1 2021.
  • 46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.