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

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

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. 911 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.
911 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.