First American Trust’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
Other funds holding IWV
SCM
AFI
UMC
PWA
First American Trust's IWV Position: Q2 2026 in Review
First American Trust reduced its iShares Russell 3000 ETF (IWV) stake by 4.1% in Q2 2026, selling an estimated $17.7K and leaving 1,018 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #216.
First American Trust first reported a position in IWV in Q4 2014 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2014. 911 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- First American Trust held 1,018 shares of iShares Russell 3000 ETF worth $434K as of Q2 2026.
- First American Trust sold 43 iShares Russell 3000 ETF shares in Q2 2026, an estimated $17.7K.
- iShares Russell 3000 ETF made up 0.03% of First American Trust's portfolio in Q2 2026, its #216 holding.
- First American Trust first reported a position in iShares Russell 3000 ETF in Q4 2014 and has held it in 16 quarters since.
- First American Trust's iShares Russell 3000 ETF position peaked at $1.18M in Q4 2014.
- 911 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.