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Shakespeare Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Shakespeare Wealth Management’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 		$494K Hold
1,158
– – 0.13% 49
2026
Q1 		$429K Sell
1,158
-25
-2% -$9.67K 0.1% 65
2025
Q4 		$458K Sell
1,183
-50
-4% -$19.2K 0.1% 68
2025
Q3 		$467K Buy
1,233
+1
+0.1% +$365 0.11% 67
2025
Q2 		$433K Sell
1,232
-30
-2% -$9.74K 0.12% 66
2025
Q1 		$401K Hold
1,262
– – 0.11% 72
2024
Q4 		$422K Hold
1,262
– – 0.11% 67
2024
Q3 		$412K Sell
1,262
-153
-11% -$48.2K 0.11% 69
2024
Q2 		$437K Hold
1,415
– – 0.13% 63
2024
Q1 		$425K Buy
1,415
+236
+20% +$67.3K 0.12% 61
2023
Q4 		$323K Buy
1,179
+1
+0.1% +$255 0.1% 64
2023
Q3 		$289K Sell
1,178
-27
-2% -$6.9K 0.1% 66
2023
Q2 		$307K Sell
1,205
-21
-2% -$5.05K 0.1% 64
2023
Q1 		$289K Hold
1,226
– – 0.1% 61
2022
Q4 		$271K Sell
1,226
-5
-0.4% -$1.11K 0.1% 62
2022
Q3 		$255K Hold
1,231
– – 0.11% 62
2022
Q2 		$270K Buy
1,231
+80
+7% +$18.9K 0.11% 59
2022
Q1 		$305K Buy
1,151
+151
+15% +$39.1K 0.11% 58
2021
Q4 		$278K Hold
1,000
– – 0.1% 61
2021
Q3 		$258K Sell
1,000
-80
-7% -$20.9K 0.1% 63
2021
Q2 		$284K Hold
1,080
– – 0.11% 60
2021
Q1 		$256K Hold
1,080
– – 0.11% 64
2020
Q4 		$241K Sell
1,080
-2,815
-72% -$591K 0.11% 65
2020
Q3 		$762K Hold
3,895
– – 0.4% 35
2020
Q2 		$701K Hold
3,895
– – 0.41% 34
2020
Q1 		$578K Buy
3,895
+2,513
+182% +$447K 0.4% 34
2019
Q4 		$260K Hold
1,382
– – 0.14% 65
2019
Q3 		$240K Hold
1,382
– – 0.14% 65
2019
Q2 		$238K Hold
1,382
– – 0.15% 64
2019
Q1 		$230K Hold
1,382
– – 0.17% 42
2018
Q4 		$203K Buy
+1,382
New +$220K 0.16% 43

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shakespeare Wealth Management's IWV Position: Q2 2026 in Review

Shakespeare Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,158 shares worth $494K. The position accounts for 0.13% of the portfolio, ranked #49.

Shakespeare Wealth Management first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $762K in Q3 2020. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Shakespeare Wealth Management held 1,158 shares of iShares Russell 3000 ETF worth $494K as of Q2 2026.
  • Shakespeare Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.13% of Shakespeare Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Shakespeare Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Shakespeare Wealth Management's iShares Russell 3000 ETF position peaked at $762K in Q3 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.