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

SHP 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
Q1 		$108K Hold
291
– – 0.01% 370
2025
Q4 		$112K Buy
+291
New +$112K 0.01% 330

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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 $913M AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's IWV Position: Q1 2026 in Review

SHP Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 291 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #370.

SHP Wealth Management first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $112K in Q4 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • SHP Wealth Management held 291 shares of iShares Russell 3000 ETF worth $108K as of Q1 2026.
  • SHP Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #370 holding.
  • SHP Wealth Management first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Russell 3000 ETF position peaked at $112K in Q4 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.