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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 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. 288 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.
288 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.