First National Bank of Omaha’s iShares Russell 3000 ETF IWV Stock Holding History

First National Bank of Omaha’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	$7.88M	Buy	18,574 +160	+0.9%	+$65.9K	0.22%	110
2026 Q1	$6.71M	Sell	18,414 -222	-1%	-$85.9K	0.21%	122
2025 Q4	$7.24M	Buy	18,636 +11,024	+145%	+$4.23M	0.21%	116
2025 Q3	$2.88M	Hold	7,612	–	–	0.18%	146
2025 Q2	$2.67M	Sell	7,612 -290	-4%	-$94.2K	0.17%	158
2025 Q1	$2.51M	Hold	7,902	–	–	0.17%	158
2024 Q4	$2.64M	Hold	7,902	–	–	0.17%	158
2024 Q3	$2.58M	Sell	7,902 -68	-0.9%	-$21.4K	0.16%	166
2024 Q2	$2.46M	Buy	7,970 +68	+0.9%	+$20.3K	0.16%	166
2024 Q1	$2.51M	Sell	7,902 -1,088	-12%	-$310K	0.17%	158
2023 Q4	$2.46M	Hold	8,990	–	–	0.16%	165
2023 Q3	$2.2M	Hold	8,990	–	–	0.14%	169
2023 Q2	$2.29M	Buy	8,990 +137	+2%	+$32.9K	0.13%	176
2023 Q1	$2.08M	Hold	8,853	–	–	0.13%	174
2022 Q4	$1.95M	Sell	8,853 -70	-0.8%	-$15.6K	0.12%	178
2022 Q3	$1.85M	Hold	8,923	–	–	0.12%	175
2022 Q2	$1.94M	Sell	8,923 -1,262	-12%	-$299K	0.12%	171
2022 Q1	$2.67M	Buy	10,185 +832	+9%	+$215K	0.14%	164
2021 Q4	$2.6M	Sell	9,353 -2,406	-20%	-$652K	0.12%	164
2021 Q3	$3M	Sell	11,759 -9	-0.1%	-$2.36K	0.15%	156
2021 Q2	$2.79M	Hold	11,768	–	–	0.15%	159
2021 Q1	$2.79M	Sell	11,768 -3,916	-25%	-$910K	0.15%	159
2020 Q4	$3.51M	Buy	15,684 +5,245	+50%	+$1.1M	0.19%	147
2020 Q3	$2.04M	Sell	10,439 -1,251	-11%	-$242K	0.13%	154
2020 Q2	$2.1M	Sell	11,690 -5,256	-31%	-$891K	0.14%	153
2020 Q1	$2.51M	Sell	16,946 -15,655	-48%	-$2.79M	0.2%	136
2019 Q4	$6.14M	Buy	32,601 +6,124	+23%	+$1.1M	0.37%	87
2019 Q3	$4.6M	Buy	26,477 +8,788	+50%	+$1.52M	0.3%	118
2019 Q2	$3.05M	Sell	17,689 -3,728	-17%	-$632K	0.2%	145
2019 Q1	$3.57M	Buy	21,417 +430	+2%	+$69K	0.24%	133
2018 Q4	$3.08M	Buy	+20,987	New	+$3.33M	0.23%	137

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

First National Bank of Omaha's IWV Position: Q2 2026 in Review

First National Bank of Omaha increased its iShares Russell 3000 ETF (IWV) stake by 0.87% in Q2 2026, buying an estimated $65.9K and bringing the position to 18,574 shares worth $7.88M. The position accounts for 0.22% of the portfolio, ranked #110.

First National Bank of Omaha first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. 586 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

First National Bank of Omaha held 18,574 shares of iShares Russell 3000 ETF worth $7.88M as of Q2 2026.
First National Bank of Omaha bought 160 iShares Russell 3000 ETF shares in Q2 2026, an estimated $65.9K.
iShares Russell 3000 ETF made up 0.22% of First National Bank of Omaha's portfolio in Q2 2026, its #110 holding.
First National Bank of Omaha first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
586 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.