First American Trust’s iShares Russell 3000 ETF IWV Stock Holding History

First American 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	$393K	Sell	1,061 -54	-5%	-$20.9K	0.03%	204
2025 Q4	$431K	Sell	1,115 -18	-2%	-$6.91K	0.03%	198
2025 Q3	$429K	Sell	1,133 -71	-6%	-$25.9K	0.03%	183
2025 Q2	$423K	Sell	1,204 -34	-3%	-$11K	0.03%	179
2025 Q1	$393K	Hold	1,238	–	–	0.04%	170
2024 Q4	$414K	Sell	1,238 -29	-2%	-$9.76K	0.04%	167
2024 Q3	$414K	Buy	+1,267	New	+$399K	0.04%	159
2023 Q1	–	Sell	-1,392	Closed	-$307K	–	158
2022 Q4	$307K	Buy	+1,392	New	+$309K	0.05%	124
2018 Q2	–	Sell	-1,979	Closed	-$309K	–	137
2018 Q1	$309K	Sell	1,979 -19	-1%	-$3.07K	0.08%	101
2017 Q4	$316K	Sell	1,998 -55	-3%	-$8.48K	0.08%	98
2017 Q3	$306K	Buy	+2,053	New	+$300K	0.08%	93
2015 Q4	–	Sell	-2,152	Closed	-$245K	–	98
2015 Q3	$245K	Sell	2,152 -342	-14%	-$41.4K	0.09%	82
2015 Q2	$309K	Sell	2,494 -716	-22%	-$90.1K	0.11%	81
2015 Q1	$398K	Sell	3,210 -6,440	-67%	-$793K	0.14%	77
2014 Q4	$1.18M	Buy	+9,650	New	+$1.15M	0.44%	66

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

First American Trust's IWV Position: Q1 2026 in Review

First American Trust reduced its iShares Russell 3000 ETF (IWV) stake by 4.8% in Q1 2026, selling an estimated $20.9K and leaving 1,061 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #204.

First American Trust first reported a position in IWV in Q4 2014 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2014. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

First American Trust held 1,061 shares of iShares Russell 3000 ETF worth $393K as of Q1 2026.
First American Trust sold 54 iShares Russell 3000 ETF shares in Q1 2026, an estimated $20.9K.
iShares Russell 3000 ETF made up 0.03% of First American Trust's portfolio in Q1 2026, its #204 holding.
First American Trust first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 15 quarters since.
First American Trust's iShares Russell 3000 ETF position peaked at $1.18M in Q4 2014.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.