IWV — ISHARES TR RUSSELL 3000

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  53 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported ISHARES TR RUSSELL 3000 (IWV) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows IWV at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLANNING ALTERNATIVES LTD /ADV's position in ISHARES TR RUSSELL 3000, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWV was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWV stock page PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held IWV — position size vs. price
% of Fund (quarterly)    IWV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,556 -51 -0.7% 0.37% $2.9M 2026-02-14 (Est.) $387.53
2025 Q3 REDUCED 7,607 -66 -0.9% 0.37% $2.9M 2025-11-12 $385.71
2025 Q2 UNCHANGED 7,673 — 0% 0.37% $2.7M 2025-08-12 $362.39
2025 Q1 UNCHANGED 7,673 — 0% 0.37% $2.4M 2025-05-09 $318.31
2024 Q4 REDUCED 7,673 -45 -0.6% 0.39% $2.6M 2025-02-06 $343.01
2024 Q3 REDUCED 7,718 -52 -0.7% 0.38% $2.5M 2024-11-12 $336.79
2024 Q2 REDUCED 7,770 -56 -0.7% 0.39% $2.4M 2024-07-25 $302.05
2024 Q1 ADDED 7,826 +252 +3.3% 0.39% $2.3M 2024-04-17 $279.45
2023 Q4 UNCHANGED 7,574 — 0% 0.36% $2.1M 2024-01-23 $271.46
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWV

As of 2026 Q1 — sorted by position size

TLWM 3Y 7Y 19.65% Post Resch Tallon Group Inc. 8.47% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1.34% Stairway Partners, LLC 3Y 7Y 1.12% NESTEGG ADVISORS, INC. 0.81% Baring Financial LLC 0.52% ASL Financial, LLC 0.51% Castle Rock Wealth Management, LLC 3Y 7Y 0.46% Red Spruce Capital, LLC 3Y 0.36% WLTH Capital Management, LLC 0.32%

FAQ About PLANNING ALTERNATIVES LTD /ADV and IWV

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLANNING ALTERNATIVES LTD /ADV reported owning IWV?

PLANNING ALTERNATIVES LTD /ADV reported IWV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWV position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for IWV was 0.39% in 2024 Q4.

What is the latest reported IWV position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 7,556 shares, equal to 0.37% of portfolio, with an estimated market value of $2.9M.

What does the chart on this IWV ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV's quarterly IWV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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