Arlington Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Arlington 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
2025 Q3	–	Sell	-75	Closed	-$26.3K	–	638
2025 Q2	$26.3K	Hold	75	–	–	0.01%	415
2025 Q1	$23.8K	Hold	75	–	–	0.01%	442
2024 Q4	$25.1K	Hold	75	–	–	0.01%	407
2024 Q3	$24.5K	Sell	75 -38	-34%	-$12K	0.01%	396
2024 Q2	$34.9K	Buy	+113	New	+$33.7K	0.01%	360

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Arlington Trust's IWV Position: Q3 2025 in Review

Arlington Trust sold out of iShares Russell 3000 ETF (IWV) in Q3 2025, closing a stake of 75 shares — an estimated $26.3K sold.

Arlington Trust first reported a position in IWV in Q2 2024 and held it in 5 quarters. The position peaked at $34.9K in Q2 2024. 824 funds tracked by Wall St. Rank hold IWV as of Q3 2025.

Arlington Trust reported no remaining iShares Russell 3000 ETF position as of Q3 2025 after selling out during the quarter.
Arlington Trust sold 75 iShares Russell 3000 ETF shares in Q3 2025, an estimated $26.3K.
Arlington Trust first reported a position in iShares Russell 3000 ETF in Q2 2024 and held it in 5 quarters.
Arlington Trust's iShares Russell 3000 ETF position peaked at $34.9K in Q2 2024.
824 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2025.

Based on Arlington Trust's 13F filing for Q3 2025, filed 28 Oct 2025.