ASBI
IWV icon

American State Bank (Iowa)’s iShares Russell 3000 ETF IWV Stock Holding History

American State Bank (Iowa)’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 		$1.28M Sell
2,999
-3,472
-54% -$1.43M 0.52% 57
2026
Q1 		$2.4M Hold
6,471
– – 1.15% 20
2025
Q4 		$2.5M Buy
+6,471
New +$2.48M 1.2% 17

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

American State Bank (Iowa)'s IWV Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Russell 3000 ETF (IWV) stake by 54% in Q2 2026, selling an estimated $1.43M and leaving 2,999 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #57.

American State Bank (Iowa) first reported a position in IWV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.5M in Q4 2025. 288 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • American State Bank (Iowa) held 2,999 shares of iShares Russell 3000 ETF worth $1.28M as of Q2 2026.
  • American State Bank (Iowa) sold 3,472 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Russell 3000 ETF made up 0.52% of American State Bank (Iowa)'s portfolio in Q2 2026, its #57 holding.
  • American State Bank (Iowa) first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 3 quarters since.
  • American State Bank (Iowa)'s iShares Russell 3000 ETF position peaked at $2.5M in Q4 2025.
  • 288 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.