Tanager Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Tanager Wealth Management’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	$15.3M	Buy	35,804 +706	+2%	+$291K	1.33%	20
2026 Q1	$13M	Sell	35,098 -1,737	-5%	-$672K	1.26%	21
2025 Q4	$14.2M	Sell	36,835 -1,973	-5%	-$757K	1.42%	20
2025 Q3	$14.7M	Sell	38,808 -616	-2%	-$225K	1.54%	19
2025 Q2	$13.8M	Buy	39,424 +889	+2%	+$289K	1.63%	18
2025 Q1	$12.2M	Sell	38,535 -2,677	-6%	-$898K	1.59%	18
2024 Q4	$13.8M	Buy	41,212 +875	+2%	+$295K	1.79%	16
2024 Q3	$13.2M	Buy	40,337 +351	+0.9%	+$110K	1.77%	18
2024 Q2	$12.3M	Sell	39,986 -2,497	-6%	-$745K	1.84%	17
2024 Q1	$12.7M	Sell	42,483 -369	-0.9%	-$105K	2.06%	17
2023 Q4	$11.7M	Sell	42,852 -2,506	-6%	-$639K	2.13%	15
2023 Q3	$11.2M	Sell	45,358 -721	-2%	-$184K	2.31%	15
2023 Q2	$11.7M	Sell	46,079 -742	-2%	-$178K	2.54%	13
2023 Q1	$11M	Buy	46,821 +119	+0.3%	+$27.5K	2.61%	13
2022 Q4	$10.3M	Buy	46,702 +18,792	+67%	+$4.18M	2.78%	13
2022 Q3	$5.78M	Sell	27,910 -2,800	-9%	-$644K	4.58%	8
2022 Q2	$6.68M	Buy	+30,710	New	+$7.27M	5.51%	7

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

Tanager Wealth Management's IWV Position: Q2 2026 in Review

Tanager Wealth Management increased its iShares Russell 3000 ETF (IWV) stake by 2% in Q2 2026, buying an estimated $291K and bringing the position to 35,804 shares worth $15.3M. The position accounts for 1.33% of the portfolio, ranked #20.

Tanager Wealth Management first reported a position in IWV in Q2 2022 and has held it in 17 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Tanager Wealth Management held 35,804 shares of iShares Russell 3000 ETF worth $15.3M as of Q2 2026.
Tanager Wealth Management bought 706 iShares Russell 3000 ETF shares in Q2 2026, an estimated $291K.
iShares Russell 3000 ETF made up 1.33% of Tanager Wealth Management's portfolio in Q2 2026, its #20 holding.
Tanager Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 17 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.