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CoreFirst Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

CoreFirst Bank & 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
Q1 		$95.6K Hold
258
– – 0.05% 162
2025
Q4 		$99.8K Buy
+258
New +$99K 0.05% 163

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CoreFirst Bank & Trust's IWV Position: Q1 2026 in Review

CoreFirst Bank & Trust held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 258 shares worth $95.6K. The position accounts for 0.05% of the portfolio, ranked #162.

CoreFirst Bank & Trust first reported a position in IWV in Q4 2025 and has held it in 2 quarters since. The position peaked at $99.8K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • CoreFirst Bank & Trust held 258 shares of iShares Russell 3000 ETF worth $95.6K as of Q1 2026.
  • CoreFirst Bank & Trust left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.05% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #162 holding.
  • CoreFirst Bank & Trust first reported a position in iShares Russell 3000 ETF in Q4 2025 and has held it in 2 quarters since.
  • CoreFirst Bank & Trust's iShares Russell 3000 ETF position peaked at $99.8K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.