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Dorsey & Whitney Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Dorsey & Whitney 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 		$2.56M Sell
5,997
-177
-3% -$72.9K 0.12% 153
2026
Q1 		$2.29M Buy
6,174
+267
+5% +$103K 0.13% 157
2025
Q4 		$2.29M Hold
5,907
– – 0.12% 151
2025
Q3 		$2.24M Hold
5,907
– – 0.12% 158
2025
Q2 		$2.07M Sell
5,907
-769
-12% -$250K 0.11% 163
2025
Q1 		$2.12M Buy
6,676
+400
+6% +$134K 0.12% 153
2024
Q4 		$2.1M Hold
6,276
– – 0.12% 161
2024
Q3 		$2.05M Buy
6,276
+2,776
+79% +$874K 0.11% 159
2024
Q2 		$1.08M Hold
3,500
– – 0.07% 212
2024
Q1 		$1.05M Sell
3,500
-1,794
-34% -$512K 0.07% 212
2023
Q4 		$1.45M Sell
5,294
-235
-4% -$59.9K 0.11% 169
2023
Q3 		$1.35M Buy
5,529
+2,379
+76% +$608K 0.12% 157
2023
Q2 		$802K Hold
3,150
– – 0.07% 238
2023
Q1 		$742K Hold
3,150
– – 0.07% 240
2022
Q4 		$695K Hold
3,150
– – 0.07% 241
2022
Q3 		$652K Hold
3,150
– – 0.07% 243
2022
Q2 		$685K Buy
3,150
+1,800
+133% +$426K 0.07% 236
2022
Q1 		$354K Buy
1,350
+600
+80% +$155K 0.03% 373
2021
Q4 		$208K Buy
+750
New +$203K 0.02% 527

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
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
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dorsey & Whitney Trust's IWV Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its iShares Russell 3000 ETF (IWV) stake by 2.9% in Q2 2026, selling an estimated $72.9K and leaving 5,997 shares worth $2.56M. The position accounts for 0.12% of the portfolio, ranked #153.

Dorsey & Whitney Trust first reported a position in IWV in Q4 2021 and has held it in 19 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Dorsey & Whitney Trust held 5,997 shares of iShares Russell 3000 ETF worth $2.56M as of Q2 2026.
  • Dorsey & Whitney Trust sold 177 iShares Russell 3000 ETF shares in Q2 2026, an estimated $72.9K.
  • iShares Russell 3000 ETF made up 0.12% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #153 holding.
  • Dorsey & Whitney Trust first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 19 quarters since.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.