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Vertex Planning Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Vertex Planning 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
2025
Q4 		– Sell
-5,815
Closed -$2.2M – 167
2025
Q3 		$2.2M Buy
5,815
+345
+6% +$126K 0.42% 47
2025
Q2 		$1.92M Sell
5,470
-320
-6% -$104K 0.4% 48
2025
Q1 		$1.84M Sell
5,790
-70
-1% -$23.5K 0.4% 45
2024
Q4 		$1.96M Buy
5,860
+356
+6% +$120K 0.43% 43
2024
Q3 		$1.8M Sell
5,504
-36
-0.6% -$11.3K 0.43% 36
2024
Q2 		$1.71M Sell
5,540
-179
-3% -$53.4K 0.44% 35
2024
Q1 		$1.72M Sell
5,719
-36
-0.6% -$10.3K 0.47% 32
2023
Q4 		$1.58M Buy
5,755
+295
+5% +$75.2K 0.47% 29
2023
Q3 		$1.34M Buy
5,460
+109
+2% +$27.9K 0.46% 28
2023
Q2 		$1.36M Buy
5,351
+10
+0.2% +$2.4K 0.46% 36
2023
Q1 		$1.26M Sell
5,341
-2,378
-31% -$549K 0.47% 34
2022
Q4 		$1.7M Buy
+7,719
New +$1.72M 0.66% 23

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vertex Planning Partners's IWV Position: Q4 2025 in Review

Vertex Planning Partners sold out of iShares Russell 3000 ETF (IWV) in Q4 2025, closing a stake of 5,815 shares — an estimated $2.2M sold.

Vertex Planning Partners first reported a position in IWV in Q4 2022 and held it in 12 quarters. The position peaked at $2.2M in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • Vertex Planning Partners reported no remaining iShares Russell 3000 ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 5,815 iShares Russell 3000 ETF shares in Q4 2025, an estimated $2.2M.
  • Vertex Planning Partners first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's iShares Russell 3000 ETF position peaked at $2.2M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.