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Strategic Blueprint’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Blueprint’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 		$2.38M Sell
5,590
-74
-1% -$30.5K 0.12% 175
2026
Q1 		$2.1M Sell
5,664
-140
-2% -$54.2K 0.12% 172
2025
Q4 		$2.25M Buy
5,804
+109
+2% +$41.8K 0.13% 155
2025
Q3 		$2.16M Buy
5,695
+92
+2% +$33.5K 0.09% 192
2025
Q2 		$1.97M Buy
5,603
+262
+5% +$85.1K 0.1% 190
2025
Q1 		$1.7M Buy
5,341
+31
+0.6% +$10.4K 0.09% 197
2024
Q4 		$1.77M Buy
5,310
+139
+3% +$46.8K 0.11% 174
2024
Q3 		$1.69M Buy
5,171
+188
+4% +$59.2K 0.11% 175
2024
Q2 		$1.54M Buy
4,983
+37
+0.7% +$11K 0.1% 178
2024
Q1 		$1.48M Buy
4,946
+386
+8% +$110K 0.11% 181
2023
Q4 		$1.25M Buy
4,560
+372
+9% +$94.8K 0.1% 190
2023
Q3 		$1.03M Buy
+4,188
New +$1.07M 0.09% 200

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Strategic Blueprint's IWV Position: Q2 2026 in Review

Strategic Blueprint reduced its iShares Russell 3000 ETF (IWV) stake by 1.3% in Q2 2026, selling an estimated $30.5K and leaving 5,590 shares worth $2.38M. The position accounts for 0.12% of the portfolio, ranked #175.

Strategic Blueprint first reported a position in IWV in Q3 2023 and has held it in 12 quarters since. 405 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Strategic Blueprint held 5,590 shares of iShares Russell 3000 ETF worth $2.38M as of Q2 2026.
  • Strategic Blueprint sold 74 iShares Russell 3000 ETF shares in Q2 2026, an estimated $30.5K.
  • iShares Russell 3000 ETF made up 0.12% of Strategic Blueprint's portfolio in Q2 2026, its #175 holding.
  • Strategic Blueprint first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 12 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.