Alpine Bank Wealth Management’s iShares Russell 3000 ETF IWV Stock Holding History

Alpine Bank Wealth Management’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 Q2	$341K	Hold	800	–	–	0.04%	140
2026 Q1	$297K	Hold	800	–	–	0.04%	136
2025 Q4	$309K	Hold	800	–	–	0.04%	126
2025 Q3	$303K	Hold	800	–	–	0.04%	126
2025 Q2	$281K	Hold	800	–	–	0.04%	120
2025 Q1	$254K	Buy	+800	New	+$268K	0.04%	125
2024 Q3	$261K	Buy	+800	New	+$252K	0.04%	132

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Alpine Bank Wealth Management's IWV Position: Q2 2026 in Review

Alpine Bank Wealth Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 800 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #140.

Alpine Bank Wealth Management first reported a position in IWV in Q3 2024 and has held it in 7 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Alpine Bank Wealth Management held 800 shares of iShares Russell 3000 ETF worth $341K as of Q2 2026.
Alpine Bank Wealth Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.04% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #140 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 7 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.