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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sensible Money's IWV Position: Q1 2026 in Review

Sensible Money held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 3,729 shares worth $1.38M. The position accounts for 0.42% of the portfolio, ranked #20.

Sensible Money first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Sensible Money held 3,729 shares of iShares Russell 3000 ETF worth $1.38M as of Q1 2026.
Sensible Money left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.42% of Sensible Money's portfolio in Q1 2026, its #20 holding.
Sensible Money first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Sensible Money's iShares Russell 3000 ETF position peaked at $1.44M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.