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XY Planning Network’s iShares Russell 3000 ETF IWV Stock Holding History

XY Planning Network’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 		$2.8M Sell
6,565
-142
-2% -$58.5K 0.35% 68
2026
Q1 		$2.5M Sell
6,707
-283
-4% -$109K 0.4% 60
2025
Q4 		$2.7M Sell
6,990
-1,623
-19% -$623K 0.47% 50
2025
Q3 		$3.02M Hold
8,613
– – 1.03% 30
2025
Q2 		$3.02M Buy
8,613
+2,478
+40% +$805K 1.03% 30
2025
Q1 		$1.95M Sell
6,135
-271
-4% -$90.9K 1.3% 24
2024
Q4 		$2.14M Buy
+6,406
New +$2.16M 1.61% 18

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

XY Planning Network's IWV Position: Q2 2026 in Review

XY Planning Network reduced its iShares Russell 3000 ETF (IWV) stake by 2.1% in Q2 2026, selling an estimated $58.5K and leaving 6,565 shares worth $2.8M. The position accounts for 0.35% of the portfolio, ranked #68.

XY Planning Network first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.02M in Q3 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • XY Planning Network held 6,565 shares of iShares Russell 3000 ETF worth $2.8M as of Q2 2026.
  • XY Planning Network sold 142 iShares Russell 3000 ETF shares in Q2 2026, an estimated $58.5K.
  • iShares Russell 3000 ETF made up 0.35% of XY Planning Network's portfolio in Q2 2026, its #68 holding.
  • XY Planning Network first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
  • XY Planning Network's iShares Russell 3000 ETF position peaked at $3.02M in Q3 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.