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Triune Financial Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Triune Financial Partners’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 		$7.42M Buy
17,410
+40
+0.2% +$16.5K 1.55% 9
2026
Q1 		$6.44M Sell
17,370
-344
-2% -$133K 1.53% 8
2025
Q4 		$6.96M Sell
17,714
-137
-0.8% -$52.6K 1.63% 8
2025
Q3 		$6.76M Sell
17,851
-372
-2% -$136K 1.7% 8
2025
Q2 		$6.4M Buy
18,223
+48
+0.3% +$15.6K 1.76% 8
2025
Q1 		$5.77M Buy
18,175
+44
+0.2% +$14.8K 1.83% 6
2024
Q4 		$6.06M Sell
18,131
-647
-3% -$218K 1.91% 6
2024
Q3 		$6.14M Buy
18,778
+62
+0.3% +$19.5K 1.93% 6
2024
Q2 		$5.78M Buy
18,716
+47
+0.3% +$14K 1.98% 6
2024
Q1 		$5.6M Buy
18,669
+47
+0.3% +$13.4K 1.94% 6
2023
Q4 		$5.1M Sell
18,622
-53
-0.3% -$13.5K 1.89% 6
2023
Q3 		$4.58M Sell
18,675
-5
-0% -$1.28K 1.89% 6
2023
Q2 		$4.75M Buy
18,680
+49
+0.3% +$11.8K 1.94% 6
2023
Q1 		$4.39M Sell
18,631
-1,727
-8% -$399K 1.94% 6
2022
Q4 		$4.49M Buy
20,358
+1,892
+10% +$420K 2.12% 6
2022
Q3 		$3.82M Sell
18,466
-3,323
-15% -$764K 2.15% 6
2022
Q2 		$4.74M Buy
21,789
+63
+0.3% +$14.9K 2.53% 6
2022
Q1 		$5.7M Buy
21,726
+62
+0.3% +$16.1K 3.02% 5
2021
Q4 		$6.01M Buy
+21,664
New +$5.87M 3.07% 5
2021
Q2 		$5.56M Buy
+21,711
New +$5.41M 4.54% 4

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Triune Financial Partners's IWV Position: Q2 2026 in Review

Triune Financial Partners increased its iShares Russell 3000 ETF (IWV) stake by 0.23% in Q2 2026, buying an estimated $16.5K and bringing the position to 17,410 shares worth $7.42M. The position accounts for 1.55% of the portfolio, ranked #9.

Triune Financial Partners first reported a position in IWV in Q2 2021 and has held it in 20 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Triune Financial Partners held 17,410 shares of iShares Russell 3000 ETF worth $7.42M as of Q2 2026.
  • Triune Financial Partners bought 40 iShares Russell 3000 ETF shares in Q2 2026, an estimated $16.5K.
  • iShares Russell 3000 ETF made up 1.55% of Triune Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Triune Financial Partners first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 20 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.