CoreFirst Bank & Trust
IWV icon

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
Q2 		– Sell
-258
Closed -$95.6K – 287
2026
Q1 		$95.6K Hold
258
– – 0.05% 162
2025
Q4 		$100K Buy
+258
New +$99K 0.05% 163

Other funds holding IWV

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SCS Capital Management
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American Family Investments
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UNC Management Company
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
Pitcairn Wealth Advisors
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CoreFirst Bank & Trust's IWV Position: Q2 2026 in Review

CoreFirst Bank & Trust sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 258 shares — an estimated $95.6K sold.

CoreFirst Bank & Trust first reported a position in IWV in Q4 2025 and held it in 2 quarters. The position peaked at $100K in Q4 2025. 918 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • CoreFirst Bank & Trust reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 258 iShares Russell 3000 ETF shares in Q2 2026, an estimated $95.6K.
  • CoreFirst Bank & Trust first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 2 quarters.
  • CoreFirst Bank & Trust's iShares Russell 3000 ETF position peaked at $100K in Q4 2025.
  • 918 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.