Strategic Family Wealth Counselors’s iShares Russell 3000 ETF IWV Stock Holding History

Strategic Family Wealth Counselors’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	$1.13M	Hold	2,640	–	–	0.26%	72
2026 Q1	$979K	Sell	2,640 -34	-1%	-$13.2K	0.26%	70
2025 Q4	$1.03M	Hold	2,674	–	–	0.23%	80
2025 Q3	$1.01M	Hold	2,674	–	–	0.26%	63
2025 Q2	$939K	Hold	2,674	–	–	0.27%	65
2025 Q1	$849K	Hold	2,674	–	–	0.28%	64
2024 Q4	$894K	Hold	2,674	–	–	0.29%	62
2024 Q3	$874K	Hold	2,674	–	–	0.31%	56
2024 Q2	$825K	Hold	2,674	–	–	0.31%	54
2024 Q1	$802K	Hold	2,674	–	–	0.32%	53
2023 Q4	$732K	Hold	2,674	–	–	0.31%	53
2023 Q3	$655K	Hold	2,674	–	–	0.31%	48
2023 Q2	$680K	Hold	2,674	–	–	0.31%	48
2023 Q1	$629K	Hold	2,674	–	–	0.3%	48
2022 Q4	$590K	Hold	2,674	–	–	0.29%	53
2022 Q3	$554K	Hold	2,674	–	–	0.27%	48
2022 Q2	$581K	Hold	2,674	–	–	0.28%	47
2022 Q1	$702K	Hold	2,674	–	–	0.28%	48
2021 Q4	$742K	Hold	2,674	–	–	0.24%	48
2021 Q3	$681K	Hold	2,674	–	–	0.23%	44
2021 Q2	$684K	Hold	2,674	–	–	0.22%	45
2021 Q1	$634K	Hold	2,674	–	–	0.24%	44
2020 Q4	$598K	Hold	2,674	–	–	0.31%	45
2020 Q3	$523K	Hold	2,674	–	–	0.29%	45
2020 Q2	$481K	Hold	2,674	–	–	0.3%	47
2020 Q1	$397K	Hold	2,674	–	–	0.3%	47
2019 Q4	$504K	Hold	2,674	–	–	0.41%	40
2019 Q3	$465K	Sell	2,674 -283	-10%	-$49.1K	0.35%	42
2019 Q2	$510K	Hold	2,957	–	–	0.39%	38
2019 Q1	$493K	Hold	2,957	–	–	0.4%	38
2018 Q4	$434K	Buy	+2,957	New	+$470K	0.49%	35

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 Family Wealth Counselors's IWV Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 2,640 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #72.

Strategic Family Wealth Counselors first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Strategic Family Wealth Counselors held 2,640 shares of iShares Russell 3000 ETF worth $1.13M as of Q2 2026.
Strategic Family Wealth Counselors left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.26% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #72 holding.
Strategic Family Wealth Counselors first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.