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

Colonial 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
2026 Q3	$169K	Buy	+391	New	+$169K	0.02%	309

Other funds holding IWV

American Family Investments Madison, Wisconsin $6.41B AUM 0.75% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $11.2B AUM 12.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $901M AUM 8.48% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Colonial Trust's IWV Position: Q3 2026 in Review

Colonial Trust opened a new position in iShares Russell 3000 ETF (IWV) in Q3 2026: 391 shares worth $169K. The stake represents 0.02% of the portfolio and ranks #309 among its holdings.

791 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

Colonial Trust held 391 shares of iShares Russell 3000 ETF worth $169K as of Q3 2026.
iShares Russell 3000 ETF was a new Colonial Trust position in Q3 2026.
iShares Russell 3000 ETF made up 0.02% of Colonial Trust's portfolio in Q3 2026, its #309 holding.
791 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Colonial Trust's 13F filing for Q3 2026, filed 10 Nov 2026.