SwitchPoint Financial Planning’s iShares Russell 3000 ETF IWV Stock Holding History

SwitchPoint Financial Planning’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	$235K	Hold	634	–	–	0.16%	60
2025 Q4	$245K	Hold	634	–	–	0.17%	54
2025 Q3	$240K	Hold	634	–	–	0.17%	54
2025 Q2	$223K	Hold	634	–	–	0.18%	56
2025 Q1	$201K	Hold	634	–	–	0.19%	50
2024 Q4	$212K	Buy	+634	New	+$213K	0.2%	47

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SwitchPoint Financial Planning's IWV Position: Q1 2026 in Review

SwitchPoint Financial Planning held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 634 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #60.

SwitchPoint Financial Planning first reported a position in IWV in Q4 2024 and has held it in 6 quarters since. The position peaked at $245K in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

SwitchPoint Financial Planning held 634 shares of iShares Russell 3000 ETF worth $235K as of Q1 2026.
SwitchPoint Financial Planning left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 0.16% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #60 holding.
SwitchPoint Financial Planning first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's iShares Russell 3000 ETF position peaked at $245K in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.