Single Point Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Single Point Partners’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	$4.56M	Buy	10,695 +6	+0.1%	+$2.47K	0.8%	21
2026 Q1	$3.96M	Buy	10,689 +6	+0.1%	+$2.32K	0.79%	22
2025 Q4	$4.13M	Buy	10,683 +8	+0.1%	+$3.07K	0.82%	22
2025 Q3	$4.05M	Buy	10,675 +21	+0.2%	+$7.66K	0.82%	22
2025 Q2	$3.74M	Buy	10,654 +490	+5%	+$159K	0.82%	21
2025 Q1	$3.23M	Buy	10,164 +7	+0.1%	+$2.35K	0.76%	23
2024 Q4	$3.4M	Buy	+10,157	New	+$3.42M	0.78%	22
2024 Q2	–	Sell	-10,416	Closed	-$3.13M	–	56
2024 Q1	$3.13M	Buy	10,416 +7	+0.1%	+$2K	0.73%	24
2023 Q4	$2.85M	Buy	10,409 +1,386	+15%	+$353K	0.71%	28
2023 Q3	$2.22M	Buy	+9,023	New	+$2.31M	0.58%	29
2023 Q2	–	Sell	-10,456	Closed	-$2.46M	–	112
2023 Q1	$2.46M	Sell	10,456 -377	-3%	-$87K	0.54%	31
2022 Q4	$2.39M	Buy	10,833 +7,054	+187%	+$1.57M	0.57%	27
2022 Q3	$782K	Buy	+3,779	New	+$869K	0.21%	48

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

Single Point Partners's IWV Position: Q2 2026 in Review

Single Point Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.06% in Q2 2026, buying an estimated $2.47K and bringing the position to 10,695 shares worth $4.56M. The position accounts for 0.8% of the portfolio, ranked #21.

Single Point Partners first reported a position in IWV in Q3 2022 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Single Point Partners held 10,695 shares of iShares Russell 3000 ETF worth $4.56M as of Q2 2026.
Single Point Partners bought 6 iShares Russell 3000 ETF shares in Q2 2026, an estimated $2.47K.
iShares Russell 3000 ETF made up 0.8% of Single Point Partners's portfolio in Q2 2026, its #21 holding.
Single Point Partners first reported a position in iShares Russell 3000 ETF in Q3 2022 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.