Triune Financial Partners, LLC IWV holdings history
ISHARES RUSSELL 3000 ETF · CUSIP 464287689 · CIK 2040393
As of 2026-06-30, Triune Financial Partners, LLC reported 17.41K IWV (shares), valued at $7.42M, or 1.55% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 0.23%; reported value increased 15.29%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.55% | 17,410 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 1.53% | 17,370 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 1.63% | 17,714 | SEC filing ↗Filed Feb 2, 2026 |
| Q3 2025 | 1.70% | 17,851 | SEC filing ↗Filed Oct 16, 2025 |
| Q2 2025 | 1.76% | 18,223 | SEC filing ↗Filed Aug 12, 2025 |
| Q1 2025 | 1.83% | 18,175 | SEC filing ↗Filed May 23, 2025 |
| Q4 2024 | 1.91% | 18,131 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 1.93% | 18,778 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 1.98% | 18,716 | SEC filing ↗Filed Nov 5, 2024 |
| Q1 2024 | 1.94% | 18,669 | SEC filing ↗Filed Nov 14, 2024 |
| Q4 2023 | 1.89% | 18,622 | SEC filing ↗Filed Nov 14, 2024 |
| Q3 2023 | 1.89% | 18,675 | SEC filing ↗Filed Nov 14, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.89% | 18,675 | $4.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2023 | 1.89% | 18,622 | $5.10M | Shares decreased 0.28%; reported value increased 11.39%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q1 2024 | 1.94% | 18,669 | $5.60M | Shares increased 0.25%; reported value increased 9.90%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q2 2024 | 1.98% | 18,716 | $5.78M | Shares increased 0.25%; reported value increased 3.12%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q3 2024 | 1.93% | 18,778 | $6.14M | Shares increased 0.33%; reported value increased 6.20%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 1.91% | 18,131 | $6.06M | Shares decreased 3.45%; reported value decreased 1.22%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.83% | 18,175 | $5.77M | Shares increased 0.24%; reported value decreased 4.74%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 23, 2025 |
| Q2 2025 | 1.76% | 18,223 | $6.40M | Shares increased 0.26%; reported value increased 10.79%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2025 |
| Q3 2025 | 1.70% | 17,851 | $6.76M | Shares decreased 2.04%; reported value increased 5.76%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2025 |
| Q4 2025 | 1.63% | 17,714 | $6.96M | Shares decreased 0.77%; reported value increased 2.83%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2026 |
| Q1 2026 | 1.53% | 17,370 | $6.44M | Shares decreased 1.94%; reported value decreased 7.43%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 1.55% | 17,410 | $7.42M | Shares increased 0.23%; reported value increased 15.29%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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