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

Waypoint Wealth 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 Q2	$665K	Hold	1,895	–	–	0.16%	40
2025 Q1	$602K	Hold	1,895	–	–	0.17%	34
2024 Q4	$633K	Hold	1,895	–	–	0.17%	37
2024 Q3	$619K	Hold	1,895	–	–	0.16%	36
2024 Q2	$585K	Hold	1,895	–	–	0.17%	33
2024 Q1	$569K	Hold	1,895	–	–	0.16%	37
2023 Q4	$519K	Hold	1,895	–	–	0.16%	34
2023 Q3	$464K	Hold	1,895	–	–	0.16%	39
2023 Q2	$482K	Hold	1,895	–	–	0.17%	34
2023 Q1	$446K	Hold	1,895	–	–	0.16%	36
2022 Q4	$418K	Hold	1,895	–	–	0.16%	34
2022 Q3	$392K	Hold	1,895	–	–	0.17%	38
2022 Q2	$412K	Hold	1,895	–	–	0.16%	35
2022 Q1	$497K	Hold	1,895	–	–	0.18%	31
2021 Q4	$526K	Hold	1,895	–	–	0.18%	32
2021 Q3	$483K	Hold	1,895	–	–	0.18%	25
2021 Q2	$485K	Hold	1,895	–	–	0.19%	24
2021 Q1	$450K	Hold	1,895	–	–	0.33%	25
2020 Q4	$424K	Buy	+1,895	New	+$398K	0.33%	21

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Waypoint Wealth Partners's IWV Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares Russell 3000 ETF (IWV) position steady in Q2 2025 at 1,895 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #40.

Waypoint Wealth Partners first reported a position in IWV in Q4 2020 and has held it in 19 quarters since. 823 funds tracked by Wall St. Rank hold IWV as of Q2 2025.

Waypoint Wealth Partners held 1,895 shares of iShares Russell 3000 ETF worth $665K as of Q2 2025.
Waypoint Wealth Partners left its iShares Russell 3000 ETF share count unchanged in Q2 2025.
iShares Russell 3000 ETF made up 0.16% of Waypoint Wealth Partners's portfolio in Q2 2025, its #40 holding.
Waypoint Wealth Partners first reported a position in iShares Russell 3000 ETF in Q4 2020 and has held it in 19 quarters since.
823 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.