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

FineMark National 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
2025
Q4 		$1.35M Sell
3,482
-82
-2% -$31.5K 0.04% 206
2025
Q3 		$1.35M Hold
3,564
– – 0.04% 201
2025
Q2 		$1.25M Buy
+3,564
New +$1.16M 0.04% 201
2020
Q1 		– Sell
-3,946
Closed -$744K – 366
2019
Q4 		$744K Hold
3,946
– – 0.04% 211
2019
Q3 		$686K Hold
3,946
– – 0.04% 212
2019
Q2 		$680K Buy
3,946
+260
+7% +$44.1K 0.04% 212
2019
Q1 		$614K Buy
3,686
+211
+6% +$33.9K 0.04% 214
2018
Q4 		$511K Hold
3,475
– – 0.03% 230
2018
Q3 		$599K Hold
3,475
– – 0.04% 203
2018
Q2 		$564K Hold
3,475
– – 0.03% 238
2018
Q1 		$543K Hold
3,475
– – 0.03% 237
2017
Q4 		$550K Hold
3,475
– – 0.03% 222
2017
Q3 		$519K Hold
3,475
– – 0.03% 226
2017
Q2 		$500K Hold
3,475
– – 0.04% 223
2017
Q1 		$486K Hold
3,475
– – 0.04% 225
2016
Q4 		$462K Hold
3,475
– – 0.04% 222
2016
Q3 		$445K Sell
3,475
-125
-3% -$16K 0.05% 229
2016
Q2 		$446K Hold
3,600
– – 0.05% 222
2016
Q1 		$435K Sell
3,600
-2,150
-37% -$246K 0.05% 219
2015
Q4 		$692K Hold
5,750
– – 0.08% 166
2015
Q3 		$655K Buy
5,750
+1,415
+33% +$171K 0.09% 172
2015
Q2 		$537K Hold
4,335
– – 0.07% 210
2015
Q1 		$537K Sell
4,335
-5,190
-54% -$639K 0.07% 210
2014
Q4 		$1.17M Buy
9,525
+5,250
+123% +$627K 0.17% 132
2014
Q3 		$499K Sell
4,275
-2,220
-34% -$262K 0.08% 199
2014
Q2 		$765K Sell
6,495
-150
-2% -$17.1K 0.13% 153
2014
Q1 		$746K Buy
6,645
+6,225
+1,482% +$687K 0.14% 149
2013
Q4 		$46K Buy
420
+200
+91% +$21.2K 0.01% 597
2013
Q3 		$22K Hold
220
– – 0.01% 771
2013
Q2 		$21K Buy
+220
New +$21.1K 0.01% 773

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FineMark National Bank & Trust's IWV Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares Russell 3000 ETF (IWV) stake by 2.3% in Q4 2025, selling an estimated $31.5K and leaving 3,482 shares worth $1.35M. The position accounts for 0.04% of the portfolio, ranked #206.

FineMark National Bank & Trust first reported a position in IWV in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.35M in Q3 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

  • FineMark National Bank & Trust held 3,482 shares of iShares Russell 3000 ETF worth $1.35M as of Q4 2025.
  • FineMark National Bank & Trust sold 82 iShares Russell 3000 ETF shares in Q4 2025, an estimated $31.5K.
  • iShares Russell 3000 ETF made up 0.04% of FineMark National Bank & Trust's portfolio in Q4 2025, its #206 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 30 quarters since.
  • FineMark National Bank & Trust's iShares Russell 3000 ETF position peaked at $1.35M in Q3 2025.
  • 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.