iShares Trust - iShares Russell 3000 ETF
US ˙ ARCA ˙ US4642876894

SecurityIWV / iShares Trust - iShares Russell 3000 ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,276 shares
Latest Disclosed Value $ 472,988
IFP Advisors, Inc reports 20.83% increase in ownership of IWV / iShares Trust - iShares Russell 3000 ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,276 shares of iShares Trust - iShares Russell 3000 ETF (US:IWV) valued at $472,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,056 shares of iShares Trust - iShares Russell 3000 ETF. This represents a change in shares of 20.83% during the quarter. The current value of the position is $548,591 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287689 1,276 220 20.83 473 15.69 0.0098
2026-02-06 2025-12-31 13F ISHARES TR cs 464287689 1,056 0 0.00 409 2.00 0.0092
2026-02-06 2025-09-30 13F/A-1 ISHARES TR RUSSELL 3000 ETF cs 464287689 1,056 -13 -1.22 400 6.67 0.0104
2025-12-02 2025-09-30 13F ISHARES TR RUSSELL 3000 ETF cs 464287689 1,056 -13 400 0.0103
2025-07-24 2025-06-30 13F I cs 464287689 1,069 12 1.14 375 11.94 0.0107
2025-05-05 2025-03-31 13F ISHARES TR cs 464287689 1,057 29 2.82 336 -2.33 0.0104
2025-02-04 2024-12-31 13F ISHARES TR cs 464287689 1,028 100 10.78 344 13.20 0.0113
2025-02-04 2024-09-30 13F ISHARES TR cs 464287689 928 -18 -1.90 303 3.77 0.0109
2024-07-30 2024-06-30 13F ISHARES TR cs 464287689 946 -12 -1.25 292 1.74 0.0116
2024-07-30 2024-03-31 13F ISHARES TR cs 464287689 958 0 0.00 288 9.54 0.0126
2024-01-09 2023-12-31 13F ISHARES TR cs 464287689 958 0 0.00 262 11.97 0.0124
2023-10-12 2023-09-30 13F ISHARES TR cs 464287689 958 0 0.00 235 -3.70 0.0106
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287689 958 -535 -35.83 244 0.00 0.0102
2023-08-04 2023-06-30 13F ISHARES TR cs 464287689 958 -535 156 0.0072
2023-04-18 2023-03-31 13F ISHARES TR cs 464287689 1,493 -15,591 -91.26 243 12,050.00 0.0106
2023-02-07 2022-12-31 13F ISHARES TR cs 464287689 17,084 9,769 133.55 3 -99.83 0.0743
2022-11-08 2022-09-30 13F ISHARES TR cs 464287689 7,315 5,342 270.76 1,198 273.21 0.0312
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287689 1,973 0 0.00 321 0.00 0.0103
2022-08-12 2022-06-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 438 -1,535 71 0.1271
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287689 1,973 461 30.49 321 -23.39 0.0103
2022-08-08 2022-03-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,695 183 275 0.0056
2022-01-12 2021-12-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,512 2 0.13 419 9.11 0.0082
2021-10-06 2021-09-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,510 30 2.03 384 1.32 0.0077
2021-07-13 2021-06-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,480 2 0.14 379 7.98 0.0078
2021-04-30 2021-03-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,478 -4 -0.27 351 5.72 0.0068
2021-01-25 2020-12-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,482 -15 -1.00 332 13.31 0.0135
2020-10-29 2020-09-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,497 -70 -4.47 293 5.40 0.0175
2020-08-05 2020-06-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,567 -22 -1.38 278 15.83 0.0220
2020-05-12 2020-03-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 1,589 -688 -30.22 240 -44.32 0.0242
2020-01-17 2019-12-31 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 2,277 -150 -6.18 431 2.38 0.0324
2019-11-07 2019-09-30 13F ISHARES TR RUSSELL 3000 ETF Stock 464287689 2,427 1,907 366.73 421 378.41 0.0282
2019-05-15 2019-03-31 13F ISHARES RUSSELL 3000ETF ETF 464287689 520 -1,568 -75.10 88 -71.05 0.0120
2019-06-03 2018-12-31 13F/A-10 ISHARES RUSSELL 3000 ETF ETF 464287689 2,088 -609 -22.58 304 -34.62 0.0185
2019-01-23 2018-12-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,088 -609 304 0.0185
2019-06-03 2018-09-30 13F/A-9 ISHARES RUSSELL 3000 ETF ETF 464287689 2,697 -574 -17.55 465 -12.43 0.0190
2018-10-25 2018-09-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,697 -574 465 0.0190
2019-06-03 2018-06-30 13F/A-8 ISHARES RUSSELL 3000 ETF ETF 464287689 3,271 783 31.47 531 34.77 0.0223
2018-08-07 2018-06-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 3,271 21 531
2019-06-03 2018-03-31 13F/A-7 ISHARES RUSSELL 3000 ETF ETF 464287689 2,488 0 0.00 394 0.00 0.0179
2018-05-09 2018-03-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 3,250 762 508
2019-06-03 2017-12-31 13F/A-6 ISHARES RUSSELL 3000 ETF ETF 464287689 2,488 -325 -11.55 394 -6.19 0.0179
2018-01-24 2017-12-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,488 -325 394
2017-10-30 2017-09-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,813 93 3.42 420 7.14 0.0167
2019-06-03 2017-06-30 13F/A-5 ISHARES RUSSELL 3000 ETF ETF 464287689 2,720 135 5.22 392 8.29 0.0166
2017-07-31 2017-06-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,720 135 392
2019-06-03 2017-03-31 13F/A-4 ISHARES RUSSELL 3000 ETF ETF 464287689 2,585 -172 -6.24 362 -1.36 0.0158
2017-04-26 2017-03-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,585 -172 362
2019-06-03 2016-12-31 13F/A-3 ISHARES RUSSELL 3000 ETF ETF 464287689 2,757 278 11.21 367 15.41 0.0177
2017-02-14 2016-12-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,757 278 367
2016-11-04 2016-09-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,479 -316 -11.31 318 -8.36 0.0165
2019-06-03 2016-06-30 13F/A-2 ISHARES RUSSELL 3000 ETF ETF 464287689 2,795 2,275 437.50 347 294.32 0.0194
2016-08-22 2016-06-30 13F ISHARES RUSSELL 3000 ETF ETF 464287689 2,795 2,275 347
2019-06-03 2016-03-31 13F/A-1 ISHARES RUSSELL 3000ETF ETF 464287689 520 -694 -57.17 88 -39.73 0.0120
2016-05-02 2016-03-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 1,471 257 178
2016-02-11 2015-12-31 13F ISHARES RUSSELL 3000 ETF ETF 464287689 1,214 1,214 146 0.0098
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.