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 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Dorsey & Whitney Trust's IWV Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its iShares Russell 3000 ETF (IWV) stake by 4.5% in Q1 2026, buying an estimated $103K and bringing the position to 6,174 shares worth $2.29M. The position accounts for 0.13% of the portfolio, ranked #157.

Dorsey & Whitney Trust first reported a position in IWV in Q4 2021 and has held it in 18 quarters since. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Dorsey & Whitney Trust held 6,174 shares of iShares Russell 3000 ETF worth $2.29M as of Q1 2026.
Dorsey & Whitney Trust bought 267 iShares Russell 3000 ETF shares in Q1 2026, an estimated $103K.
iShares Russell 3000 ETF made up 0.13% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #157 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell 3000 ETF in Q4 2021 and has held it in 18 quarters since.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.