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Waypoint Wealth Counsel’s iShares Russell 3000 ETF IWV Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-1,495
Closed -$554K – 194
2026
Q1 		$554K Sell
1,495
-3,555
-70% -$1.38M 0.29% 68
2025
Q4 		$1.95M Buy
5,050
+205
+4% +$78.7K 0.72% 22
2025
Q3 		$1.84M Buy
4,845
+12
+0.2% +$4.38K 0.73% 26
2025
Q2 		$1.7M Buy
4,833
+308
+7% +$100K 0.84% 26
2025
Q1 		$1.44M Buy
4,525
+11
+0.2% +$3.69K 0.9% 26
2024
Q4 		$1.51M Buy
4,514
+739
+20% +$249K 0.98% 25
2024
Q3 		$1.23M Buy
3,775
+12
+0.3% +$3.78K 0.83% 28
2024
Q2 		$1.16M Buy
3,763
+10
+0.3% +$2.98K 0.89% 28
2024
Q1 		$1.13M Buy
3,753
+9
+0.2% +$2.57K 0.87% 28
2023
Q4 		$1.02M Buy
3,744
+2,293
+158% +$585K 0.87% 30
2023
Q3 		$356K Hold
1,451
– – 0.34% 52
2023
Q2 		$369K Sell
1,451
-834
-36% -$201K 0.33% 54
2023
Q1 		$538K Buy
2,285
+843
+58% +$195K 0.42% 48
2022
Q4 		$318K Buy
+1,442
New +$320K 0.26% 69

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

Waypoint Wealth Counsel's IWV Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 1,495 shares — an estimated $554K sold.

Waypoint Wealth Counsel first reported a position in IWV in Q4 2022 and held it in 14 quarters. The position peaked at $1.95M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 1,495 iShares Russell 3000 ETF shares in Q2 2026, an estimated $554K.
  • Waypoint Wealth Counsel first reported a position in iShares Russell 3000 ETF in Q4 2022 and held it in 14 quarters.
  • Waypoint Wealth Counsel's iShares Russell 3000 ETF position peaked at $1.95M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.