Partners In Financial Planning Ishares Russell 3000 ETF Transaction History

Partners In Financial Planning

  • $578 Billion
  • Q3 2025

A detailed history of Partners In Financial Planning transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Partners In Financial Planning holds 611 shares of IWV stock, worth $232,497. This represents 0.04% of its overall portfolio holdings.

Number of Shares
611
Previous 611 -0.0%
Holding current value
$232,497
Previous $214 Million 7.96%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$281.67 - $351.0 $172,100 - $214,461
611 New
611 $214 Million
Q4 2024

Feb 12, 2025
BUY
$323.08 - $349.08 $287,864 - $311,030
891 New
891 $298 Million
Q4 2022

May 05, 2025
SELL
$206.89 - $235.47 $184,338 - $209,803
-891 Closed
0 $0
Q4 2021

May 05, 2025
BUY
$254.66 - $279.11 $226,902 - $248,687
891 New
891 $229 Million
Q2 2021

May 05, 2025
BUY
$240.32 - $256.01 $214,125 - $228,104
891 New
891 $228 Million

Others Institutions Holding IWV

# of Institutions
953
Shares Held
26.7M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Partners In Financial Planning Portfolio

Follow Partners In Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Partners In Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Partners In Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email