American National Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

American National Bank & Trust’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
2023 Q1	–	Sell	-180	Closed	-$40K	–	624
2022 Q4	$40K	Hold	180	–	–	0.01%	271
2022 Q3	$37K	Hold	180	–	–	0.01%	245
2022 Q2	$39K	Hold	180	–	–	0.01%	191
2022 Q1	$47K	Hold	180	–	–	0.01%	189
2021 Q4	$50K	Hold	180	–	–	0.01%	184
2021 Q3	$46K	Hold	180	–	–	0.01%	165
2021 Q2	$46K	Hold	180	–	–	0.01%	170
2021 Q1	$43K	Hold	180	–	–	0.01%	152
2020 Q4	$40K	Hold	180	–	–	0.01%	149
2020 Q3	$35K	Hold	180	–	–	0.01%	149
2020 Q2	$32K	Hold	180	–	–	0.01%	157
2020 Q1	$27K	Buy	+180	New	+$32K	0.01%	147

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American National Bank & Trust's IWV Position: Q1 2023 in Review

American National Bank & Trust sold out of iShares Russell 3000 ETF (IWV) in Q1 2023, closing a stake of 180 shares — an estimated $40K sold.

American National Bank & Trust first reported a position in IWV in Q1 2020 and held it in 12 quarters. The position peaked at $50K in Q4 2021. 665 funds tracked by Wall St. Rank hold IWV as of Q1 2023.

American National Bank & Trust reported no remaining iShares Russell 3000 ETF position as of Q1 2023 after selling out during the quarter.
American National Bank & Trust sold 180 iShares Russell 3000 ETF shares in Q1 2023, an estimated $40K.
American National Bank & Trust first reported a position in iShares Russell 3000 ETF in Q1 2020 and held it in 12 quarters.
American National Bank & Trust's iShares Russell 3000 ETF position peaked at $50K in Q4 2021.
665 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2023.

Based on American National Bank & Trust's 13F filing for Q1 2023, filed 26 Apr 2023.