BTW
IWV icon

Boston Trust Walden’s iShares Russell 3000 ETF IWV Stock Holding History

Boston Trust Walden’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 		$678K Hold
1,590
– – 0.01% 316
2026
Q1 		$589K Hold
1,590
– – ﹤0.01% 318
2025
Q4 		$615K Hold
1,590
– – ﹤0.01% 312
2025
Q3 		$603K Hold
1,590
– – ﹤0.01% 316
2025
Q2 		$558K Hold
1,590
– – ﹤0.01% 316
2025
Q1 		$505K Buy
+1,590
New +$533K ﹤0.01% 318

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Boston Trust Walden's IWV Position: Q2 2026 in Review

Boston Trust Walden held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,590 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #316.

Boston Trust Walden first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 392 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Boston Trust Walden held 1,590 shares of iShares Russell 3000 ETF worth $678K as of Q2 2026.
  • Boston Trust Walden left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Boston Trust Walden's portfolio in Q2 2026, its #316 holding.
  • Boston Trust Walden first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 392 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.