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

Diversified 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 		$824K Buy
1,932
+10
+0.5% +$4.12K 0.01% 585
2026
Q1 		$713K Buy
1,922
+16
+0.8% +$6.19K 0.01% 573
2025
Q4 		$737K Sell
1,906
-1
-0.1% -$384 0.01% 539
2025
Q3 		$723K Buy
1,907
+579
+44% +$211K 0.01% 505
2025
Q2 		$466K Sell
1,328
-23
-2% -$7.47K 0.01% 614
2025
Q1 		$429K Sell
1,351
-5
-0.4% -$1.68K 0.01% 625
2024
Q4 		$453K Buy
1,356
+2
+0.1% +$673 0.01% 627
2024
Q3 		$442K Sell
1,354
-10
-0.7% -$3.15K 0.01% 624
2024
Q2 		$421K Sell
1,364
-5
-0.4% -$1.49K 0.01% 588
2024
Q1 		$411K Buy
1,369
+1
+0.1% +$285 0.01% 563
2023
Q4 		$375K Sell
1,368
-1
-0.1% -$255 0.01% 588
2023
Q3 		$336K Buy
1,369
+487
+55% +$124K 0.01% 581
2023
Q2 		$225K Buy
882
+3
+0.3% +$721 0.01% 732
2023
Q1 		$207K Buy
+879
New +$203K 0.01% 744
2022
Q2 		– Sell
-875
Closed -$230K – 809
2022
Q1 		$230K Buy
+875
New +$227K 0.01% 714

Other funds holding IWV

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Diversified Trust's IWV Position: Q2 2026 in Review

Diversified Trust increased its iShares Russell 3000 ETF (IWV) stake by 0.52% in Q2 2026, buying an estimated $4.12K and bringing the position to 1,932 shares worth $824K. The position accounts for 0.01% of the portfolio, ranked #585.

Diversified Trust first reported a position in IWV in Q1 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Diversified Trust held 1,932 shares of iShares Russell 3000 ETF worth $824K as of Q2 2026.
  • Diversified Trust bought 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.12K.
  • iShares Russell 3000 ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #585 holding.
  • Diversified Trust first reported a position in iShares Russell 3000 ETF in Q1 2022 and has held it in 15 quarters since.
  • 171 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.