XY Planning Network
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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
Q3 		– Sell
-6,565
Closed -$2.8M – 388
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

TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

XY Planning Network's IWV Position: Q3 2026 in Review

XY Planning Network sold out of iShares Russell 3000 ETF (IWV) in Q3 2026, closing a stake of 6,565 shares — an estimated $2.8M sold.

XY Planning Network first reported a position in IWV in Q4 2024 and held it in 7 quarters. The position peaked at $3.02M in Q3 2025. 247 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • XY Planning Network reported no remaining iShares Russell 3000 ETF position as of Q3 2026 after selling out during the quarter.
  • XY Planning Network sold 6,565 iShares Russell 3000 ETF shares in Q3 2026, an estimated $2.8M.
  • XY Planning Network first reported a position in iShares Russell 3000 ETF in Q4 2024 and held it in 7 quarters.
  • XY Planning Network's iShares Russell 3000 ETF position peaked at $3.02M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.