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
2026 Q3	$2.33M	Buy	+5,400	New	+$2.33M	0.33%	50
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

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Vertex Planning Partners's IWV Position: Q3 2026 in Review

Vertex Planning Partners opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2026: 5,400 shares worth $2.33M. The stake represents 0.33% of the portfolio and ranks #50 among its holdings. This is a return to the name: Vertex Planning Partners previously reported a position in IWV as recently as Q3 2025.

Vertex Planning Partners first reported a position in IWV in Q4 2022 and has held it in 13 quarters since. 791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Vertex Planning Partners held 5,400 shares of iShares Russell 3000 ETF worth $2.33M as of Q3 2026.
iShares Russell 3000 ETF was a new Vertex Planning Partners position in Q3 2026.
iShares Russell 3000 ETF made up 0.33% of Vertex Planning Partners's portfolio in Q3 2026, its #50 holding.
Vertex Planning Partners first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 13 quarters since.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Vertex Planning Partners's 13F filing for Q3 2026, filed 13 Nov 2026.