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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
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

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tanager Wealth Management's IWV Position: Q1 2026 in Review

Tanager Wealth Management reduced its iShares Russell 3000 ETF (IWV) stake by 4.7% in Q1 2026, selling an estimated $672K and leaving 35,098 shares worth $13M. The position accounts for 1.26% of the portfolio, ranked #21.

Tanager Wealth Management first reported a position in IWV in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.7M in Q3 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Tanager Wealth Management held 35,098 shares of iShares Russell 3000 ETF worth $13M as of Q1 2026.
  • Tanager Wealth Management sold 1,737 iShares Russell 3000 ETF shares in Q1 2026, an estimated $672K.
  • iShares Russell 3000 ETF made up 1.26% of Tanager Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Tanager Wealth Management first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 16 quarters since.
  • Tanager Wealth Management's iShares Russell 3000 ETF position peaked at $14.7M in Q3 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Tanager Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.