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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Waypoint Wealth Counsel's IWV Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares Russell 3000 ETF (IWV) stake by 70% in Q1 2026, selling an estimated $1.38M and leaving 1,495 shares worth $554K. The position accounts for 0.29% of the portfolio, ranked #68.

Waypoint Wealth Counsel first reported a position in IWV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Waypoint Wealth Counsel held 1,495 shares of iShares Russell 3000 ETF worth $554K as of Q1 2026.
Waypoint Wealth Counsel sold 3,555 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.38M.
iShares Russell 3000 ETF made up 0.29% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #68 holding.
Waypoint Wealth Counsel first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's iShares Russell 3000 ETF position peaked at $1.95M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.