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

First National 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
Q2 		$2.42M Buy
5,675
+265
+5% +$109K 0.08% 158
2026
Q1 		$2.01M Sell
5,410
-32,926
-86% -$12.7M 0.07% 186
2025
Q4 		$14.8M Sell
38,336
-94
-0.2% -$36.1K 0.49% 48
2025
Q3 		$14.6M Buy
38,430
+1,557
+4% +$568K 0.5% 51
2025
Q2 		$12.9M Sell
36,873
-2,389
-6% -$776K 0.48% 53
2025
Q1 		$12.5M Sell
39,262
-1,452
-4% -$487K 0.5% 53
2024
Q4 		$13.6M Buy
40,714
+1,162
+3% +$391K 0.51% 53
2024
Q3 		$12.9M Buy
39,552
+568
+1% +$179K 0.5% 51
2024
Q2 		$12M Sell
38,984
-1,616
-4% -$482K 0.5% 53
2024
Q1 		$12.2M Buy
40,600
+386
+1% +$110K 0.49% 54
2023
Q4 		$11M Buy
40,214
+35,338
+725% +$9.01M 0.48% 58
2023
Q3 		$1.19M Sell
4,876
-5,615
-54% -$1.43M 0.06% 185
2023
Q2 		$2.67M Buy
10,491
+403
+4% +$96.9K 0.12% 136
2023
Q1 		$2.37M Buy
10,088
+7,200
+249% +$1.66M 0.13% 139
2022
Q4 		$637K Sell
2,888
-428
-13% -$95.1K 0.03% 236
2022
Q3 		$687K Buy
3,316
+428
+15% +$98.5K 0.04% 221
2022
Q2 		$628K Buy
2,888
+906
+46% +$215K 0.04% 236
2022
Q1 		$520K Sell
1,982
-1,558
-44% -$403K 0.03% 261
2021
Q4 		$982K Buy
3,540
+1,598
+82% +$433K 0.05% 206
2021
Q3 		$495K Sell
1,942
-239
-11% -$62.6K 0.03% 260
2021
Q2 		$558K Buy
2,181
+11
+0.5% +$2.74K 0.03% 243
2021
Q1 		$515K Sell
2,170
-280
-11% -$65K 0.03% 245
2020
Q4 		$548K Hold
2,450
– – 0.04% 224
2020
Q3 		$479K Buy
2,450
+65
+3% +$12.6K 0.04% 217
2020
Q2 		$429K Buy
2,385
+90
+4% +$15.2K 0.04% 223
2020
Q1 		$340K Buy
2,295
+959
+72% +$171K 0.03% 231
2019
Q4 		$252K Sell
1,336
-40
-3% -$7.21K 0.02% 278
2019
Q3 		$239K Hold
1,376
– – 0.02% 280
2019
Q2 		$237K Buy
1,376
+118
+9% +$20K 0.02% 291
2019
Q1 		$210K Buy
+1,258
New +$202K 0.02% 303

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First National Trust's IWV Position: Q2 2026 in Review

First National Trust increased its iShares Russell 3000 ETF (IWV) stake by 4.9% in Q2 2026, buying an estimated $109K and bringing the position to 5,675 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #158.

First National Trust first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. The position peaked at $14.8M in Q4 2025. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • First National Trust held 5,675 shares of iShares Russell 3000 ETF worth $2.42M as of Q2 2026.
  • First National Trust bought 265 iShares Russell 3000 ETF shares in Q2 2026, an estimated $109K.
  • iShares Russell 3000 ETF made up 0.08% of First National Trust's portfolio in Q2 2026, its #158 holding.
  • First National Trust first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
  • First National Trust's iShares Russell 3000 ETF position peaked at $14.8M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.