Pure Financial Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Pure Financial Advisors’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	$2.02M	Sell	4,742 -21	-0.4%	-$8.65K	0.03%	183
2026 Q1	$1.77M	Sell	4,763 -343	-7%	-$133K	0.03%	175
2025 Q4	$1.98M	Buy	5,106 +1,258	+33%	+$483K	0.03%	164
2025 Q3	$1.46M	Buy	3,848 +144	+4%	+$52.5K	0.02%	176
2025 Q2	$1.3M	Buy	3,704 +65	+2%	+$21.1K	0.02%	180
2025 Q1	$1.16M	Sell	3,639 -25	-0.7%	-$8.38K	0.02%	163
2024 Q4	$1.22M	Buy	3,664 +46	+1%	+$15.5K	0.03%	154
2024 Q3	$1.18M	Sell	3,618 -179	-5%	-$56.3K	0.03%	143
2024 Q2	$1.17M	Sell	3,797 -33	-0.9%	-$9.85K	0.03%	140
2024 Q1	$1.15M	Sell	3,830 -70	-2%	-$20K	0.04%	144
2023 Q4	$1.07M	Sell	3,900 -661	-14%	-$169K	0.04%	142
2023 Q3	$1.12M	Sell	4,561 -8	-0.2%	-$2.04K	0.05%	121
2023 Q2	$1.16M	Sell	4,569 -159	-3%	-$38.2K	0.05%	119
2023 Q1	$1.11M	Sell	4,728 -35	-0.7%	-$8.08K	0.05%	119
2022 Q4	$1.05M	Sell	4,763 -310	-6%	-$68.9K	0.05%	117
2022 Q3	$1.05M	Buy	5,073 +220	+5%	+$50.6K	0.06%	111
2022 Q2	$1.05M	Buy	4,853 +925	+24%	+$219K	0.07%	110
2022 Q1	$1.03M	Buy	3,928 +363	+10%	+$94K	0.05%	103
2021 Q4	$989K	Sell	3,565 -39	-1%	-$10.6K	0.05%	99
2021 Q3	$919K	Sell	3,604 -166	-4%	-$43.5K	0.07%	95
2021 Q2	$965K	Sell	3,770 -74	-2%	-$18.4K	0.08%	95
2021 Q1	$912K	Sell	3,844 -19	-0.5%	-$4.41K	0.09%	92
2020 Q4	$863K	Sell	3,863 -44	-1%	-$9.24K	0.1%	89
2020 Q3	$765K	Sell	3,907 -202	-5%	-$39.1K	0.11%	84
2020 Q2	$740K	Sell	4,109 -384	-9%	-$65.1K	0.12%	81
2020 Q1	$666K	Sell	4,493 -16	-0.4%	-$2.85K	0.11%	78
2019 Q4	$850K	Sell	4,509 -119	-3%	-$21.4K	0.15%	74
2019 Q3	$804K	Sell	4,628 -70	-1%	-$12.1K	0.15%	75
2019 Q2	$810K	Hold	4,698	–	–	0.15%	74
2019 Q1	$783K	Hold	4,698	–	–	0.15%	74
2018 Q4	$690K	Buy	4,698 +1,009	+27%	+$160K	0.14%	75
2018 Q3	$636K	Buy	+3,689	New	+$625K	0.14%	74
2017 Q4	–	Sell	-4,443	Closed	-$663K	–	56
2017 Q3	$663K	Hold	4,443	–	–	0.17%	54
2017 Q2	$640K	Buy	4,443 +8	+0.2%	+$1.14K	0.17%	58
2017 Q1	$620K	Sell	4,435 -979	-18%	-$135K	0.18%	58
2016 Q4	$720K	Buy	5,414 +269	+5%	+$34.9K	0.22%	48
2016 Q3	$660K	Sell	5,145 -50	-1%	-$6.39K	0.21%	49
2016 Q2	$644K	Sell	5,195 -13,746	-73%	-$1.68M	0.22%	43
2016 Q1	$1.19M	Buy	+18,941	New	+$2.17M	0.43%	30

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

Pure Financial Advisors's IWV Position: Q2 2026 in Review

Pure Financial Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.44% in Q2 2026, selling an estimated $8.65K and leaving 4,742 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #183.

Pure Financial Advisors first reported a position in IWV in Q1 2016 and has held it in 39 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Pure Financial Advisors held 4,742 shares of iShares Russell 3000 ETF worth $2.02M as of Q2 2026.
Pure Financial Advisors sold 21 iShares Russell 3000 ETF shares in Q2 2026, an estimated $8.65K.
iShares Russell 3000 ETF made up 0.03% of Pure Financial Advisors's portfolio in Q2 2026, its #183 holding.
Pure Financial Advisors first reported a position in iShares Russell 3000 ETF in Q1 2016 and has held it in 39 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.