Sensible Money’s iShares Russell 3000 ETF IWV Stock Holding History

Sensible Money’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	$1.61M	Hold	3,729	–	–	0.41%	19
2026 Q2	$1.59M	Hold	3,729	–	–	0.42%	20
2026 Q1	$1.38M	Hold	3,729	–	–	0.42%	20
2025 Q4	$1.44M	Hold	3,729	–	–	0.46%	18
2025 Q3	$1.41M	Hold	3,729	–	–	0.48%	17
2025 Q2	$1.31M	Hold	3,729	–	–	0.5%	18
2025 Q1	$1.18M	Hold	3,729	–	–	0.51%	18
2024 Q4	$1.25M	Hold	3,729	–	–	0.55%	17
2024 Q3	$1.22M	Sell	3,729 -312	-8%	-$98.2K	0.53%	18
2024 Q2	$1.25M	Hold	4,041	–	–	0.61%	15
2024 Q1	$1.21M	Hold	4,041	–	–	0.65%	13
2023 Q4	$1.11M	Sell	4,041 -93	-2%	-$23.7K	0.66%	17
2023 Q3	$1.01M	Hold	4,134	–	–	0.71%	18
2023 Q2	$1.05M	Buy	4,134 +93	+2%	+$22.4K	0.77%	17
2023 Q1	$951K	Hold	4,041	–	–	0.82%	19
2022 Q4	$892K	Buy	+4,041	New	+$898K	0.95%	19

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Sensible Money's IWV Position: Q3 2026 in Review

Sensible Money held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 3,729 shares worth $1.61M. The position accounts for 0.41% of the portfolio, ranked #19.

Sensible Money first reported a position in IWV in Q4 2022 and has held it in 16 quarters since. 247 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Sensible Money held 3,729 shares of iShares Russell 3000 ETF worth $1.61M as of Q3 2026.
Sensible Money left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up 0.41% of Sensible Money's portfolio in Q3 2026, its #19 holding.
Sensible Money first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 16 quarters since.
247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.