Bangor Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Bangor Savings Bank’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 Q3	$36.7K	Hold	85	–	–	﹤0.01%	321
2026 Q2	$36.2K	Hold	85	–	–	﹤0.01%	325
2026 Q1	$31.5K	Sell	85 -140	-62%	-$54.2K	﹤0.01%	330
2025 Q4	$87K	Hold	225	–	–	0.01%	254
2025 Q3	$85.3K	Hold	225	–	–	0.01%	254
2025 Q2	$79K	Hold	225	–	–	0.01%	264
2025 Q1	$71.5K	Hold	225	–	–	0.01%	268
2024 Q4	$75.2K	Hold	225	–	–	0.01%	265
2024 Q3	$73.5K	Hold	225	–	–	0.01%	271
2024 Q2	$69.5K	Hold	225	–	–	0.01%	269
2024 Q1	$67.5K	Hold	225	–	–	0.01%	266
2023 Q4	$61.6K	Hold	225	–	–	0.01%	274
2023 Q3	$55.1K	Hold	225	–	–	0.01%	281
2023 Q2	$57.3K	Hold	225	–	–	0.01%	288
2023 Q1	$53K	Hold	225	–	–	0.01%	289
2022 Q4	$50K	Hold	225	–	–	0.01%	301
2022 Q3	$47K	Hold	225	–	–	0.01%	299
2022 Q2	$49K	Buy	+225	New	+$53.3K	0.01%	303

Other funds holding IWV

TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

Bangor Savings Bank's IWV Position: Q3 2026 in Review

Bangor Savings Bank held its iShares Russell 3000 ETF (IWV) position steady in Q3 2026 at 85 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Bangor Savings Bank first reported a position in IWV in Q2 2022 and has held it in 18 quarters since. The position peaked at $87K in Q4 2025. 46 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Bangor Savings Bank held 85 shares of iShares Russell 3000 ETF worth $36.7K as of Q3 2026.
Bangor Savings Bank left its iShares Russell 3000 ETF share count unchanged in Q3 2026.
iShares Russell 3000 ETF made up ﹤0.01% of Bangor Savings Bank's portfolio in Q3 2026, its #321 holding.
Bangor Savings Bank first reported a position in iShares Russell 3000 ETF in Q2 2022 and has held it in 18 quarters since.
Bangor Savings Bank's iShares Russell 3000 ETF position peaked at $87K in Q4 2025.
46 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.