Retirement Planning Group (Kansas)’s iShares Russell 3000 ETF IWV Stock Holding History

Retirement Planning Group (Kansas)’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	$1.61M	Hold	3,775	–	–	0.04%	178
2026 Q1	$1.4M	Buy	3,775 +64	+2%	+$24.8K	0.04%	176
2025 Q4	$1.44M	Sell	3,711 -38	-1%	-$14.6K	0.05%	153
2025 Q3	$1.42M	Buy	3,749 +172	+5%	+$62.7K	0.05%	146
2025 Q2	$1.26M	Hold	3,577	–	–	0.05%	125
2025 Q1	$1.14M	Hold	3,577	–	–	0.05%	116
2024 Q4	$1.2M	Hold	3,577	–	–	0.06%	113
2024 Q3	$1.17M	Hold	3,577	–	–	0.06%	114
2024 Q2	$1.1M	Hold	3,577	–	–	0.07%	97
2024 Q1	$1.07M	Hold	3,577	–	–	0.08%	93
2023 Q4	$979K	Buy	3,577 +669	+23%	+$171K	0.09%	77
2023 Q3	$713K	Sell	2,908 -143	-5%	-$36.5K	0.08%	76
2023 Q2	$776K	Hold	3,051	–	–	0.08%	75
2023 Q1	$718K	Hold	3,051	–	–	0.08%	68
2022 Q4	$673K	Sell	3,051 -20	-0.7%	-$4.44K	0.08%	72
2022 Q3	$636K	Hold	3,071	–	–	0.08%	70
2022 Q2	$668K	Hold	3,071	–	–	0.08%	62
2022 Q1	$806K	Hold	3,071	–	–	0.09%	58
2021 Q4	$852K	Hold	3,071	–	–	0.08%	51
2021 Q3	$783K	Hold	3,071	–	–	0.09%	42
2021 Q2	$786K	Hold	3,071	–	–	0.09%	50
2021 Q1	$729K	Hold	3,071	–	–	0.1%	38
2020 Q4	$687K	Hold	3,071	–	–	0.1%	39
2020 Q3	$601K	Hold	3,071	–	–	0.1%	39
2020 Q2	$553K	Sell	3,071 -41	-1%	-$6.95K	0.1%	40
2020 Q1	$462K	Hold	3,112	–	–	0.11%	38
2019 Q4	$587K	Hold	3,112	–	–	0.12%	42
2019 Q3	$541K	Hold	3,112	–	–	0.11%	41
2019 Q2	$536K	Hold	3,112	–	–	0.12%	39
2019 Q1	$519K	Hold	3,112	–	–	0.13%	40
2018 Q4	$457K	Hold	3,112	–	–	0.12%	41
2018 Q3	$536K	Sell	3,112 -120	-4%	-$20.3K	0.14%	32
2018 Q2	$525K	Hold	3,232	–	–	0.14%	32
2018 Q1	$505K	Hold	3,232	–	–	0.14%	31
2017 Q4	$511K	Hold	3,232	–	–	0.14%	32
2017 Q3	$482K	Hold	3,232	–	–	0.14%	31
2017 Q2	$465K	Hold	3,232	–	–	0.14%	31
2017 Q1	$452K	Hold	3,232	–	–	0.14%	35
2016 Q4	$430K	Hold	3,232	–	–	0.14%	35
2016 Q3	$414K	Hold	3,232	–	–	0.13%	36
2016 Q2	$401K	Hold	3,232	–	–	0.14%	39
2016 Q1	$391K	Hold	3,232	–	–	0.14%	40
2015 Q4	$389K	Hold	3,232	–	–	0.14%	41
2015 Q3	$368K	Sell	3,232 -250	-7%	-$30.3K	0.16%	40
2015 Q2	$432K	Sell	3,482 -100	-3%	-$12.6K	0.18%	42
2015 Q1	$444K	Sell	3,582 -448	-11%	-$55.2K	0.18%	44
2014 Q4	$493K	Hold	4,030	–	–	0.15%	46
2014 Q3	$471K	Hold	4,030	–	–	0.15%	45
2014 Q2	$474K	Sell	4,030 -589	-13%	-$67K	0.14%	51
2014 Q1	$519K	Sell	4,619 -806	-15%	-$89K	0.17%	48
2013 Q4	$600K	Sell	5,425 -37	-0.7%	-$3.93K	0.21%	45
2013 Q3	$552K	Sell	5,462 -2,555	-32%	-$256K	0.2%	45
2013 Q2	$773K	Buy	+8,017	New	+$768K	0.32%	43

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

Retirement Planning Group (Kansas)'s IWV Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,775 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #178.

Retirement Planning Group (Kansas) first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Retirement Planning Group (Kansas) held 3,775 shares of iShares Russell 3000 ETF worth $1.61M as of Q2 2026.
Retirement Planning Group (Kansas) left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #178 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.