TFC Financial Management’s iShares Russell 3000 ETF IWV Stock Holding History

TFC Financial 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	$160K	Hold	375	–	–	0.02%	162
2026 Q1	$139K	Hold	375	–	–	0.02%	165
2025 Q4	$145K	Hold	375	–	–	0.02%	162
2025 Q3	$142K	Hold	375	–	–	0.02%	153
2025 Q2	$132K	Hold	375	–	–	0.02%	165
2025 Q1	$119K	Hold	375	–	–	0.02%	171
2024 Q4	$125K	Buy	+375	New	+$126K	0.02%	165

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

TFC Financial Management's IWV Position: Q2 2026 in Review

TFC Financial Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 375 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #162.

TFC Financial Management first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

TFC Financial Management held 375 shares of iShares Russell 3000 ETF worth $160K as of Q2 2026.
TFC Financial Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of TFC Financial Management's portfolio in Q2 2026, its #162 holding.
TFC Financial Management first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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