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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
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

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

Triune Financial Partners's IWV Position: Q1 2026 in Review

Triune Financial Partners reduced its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q1 2026, selling an estimated $133K and leaving 17,370 shares worth $6.44M. The position accounts for 1.53% of the portfolio, ranked #8.

Triune Financial Partners first reported a position in IWV in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.96M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Triune Financial Partners held 17,370 shares of iShares Russell 3000 ETF worth $6.44M as of Q1 2026.
  • Triune Financial Partners sold 344 iShares Russell 3000 ETF shares in Q1 2026, an estimated $133K.
  • iShares Russell 3000 ETF made up 1.53% of Triune Financial Partners's portfolio in Q1 2026, its #8 holding.
  • Triune Financial Partners first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 19 quarters since.
  • Triune Financial Partners's iShares Russell 3000 ETF position peaked at $6.96M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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