First Horizon Corporation’s iShares Russell 3000 ETF IWV Stock Holding History

First Horizon Corporation’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	$17.6M	Hold	41,229	–	–	0.68%	47
2026 Q1	$15.3M	Hold	41,229	–	–	0.64%	49
2025 Q4	$15.9M	Hold	41,229	–	–	0.71%	44
2025 Q3	$15.6M	Buy	+41,229	New	+$15M	0.73%	40
2021 Q2	$11M	Hold	42,823	–	–	0.98%	28
2021 Q1	$10.2M	Hold	42,823	–	–	0.97%	27
2020 Q4	$9.57M	Buy	42,823 +759	+2%	+$159K	0.94%	31
2020 Q3	$8.23M	Buy	+42,064	New	+$8.14M	0.88%	33

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

First Horizon Corporation's IWV Position: Q2 2026 in Review

First Horizon Corporation held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 41,229 shares worth $17.6M. The position accounts for 0.68% of the portfolio, ranked #47.

First Horizon Corporation first reported a position in IWV in Q3 2020 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

First Horizon Corporation held 41,229 shares of iShares Russell 3000 ETF worth $17.6M as of Q2 2026.
First Horizon Corporation left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.68% of First Horizon Corporation's portfolio in Q2 2026, its #47 holding.
First Horizon Corporation first reported a position in iShares Russell 3000 ETF in Q3 2020 and has held it in 8 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.