Independence Bank of Kentucky’s iShares Russell 3000 ETF IWV Stock Holding History

Independence Bank of Kentucky’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	$2.17M	Sell	5,094 -359	-7%	-$148K	0.24%	82
2026 Q1	$2.02M	Sell	5,453 -26	-0.5%	-$10.1K	0.26%	82
2025 Q4	$2.12M	Sell	5,479 -141	-3%	-$54.1K	0.26%	78
2025 Q3	$2.13M	Sell	5,620 -14	-0.2%	-$5.11K	0.27%	78
2025 Q2	$1.98M	Sell	5,634 -4	-0.1%	-$1.3K	0.28%	81
2025 Q1	$1.79M	Sell	5,638 -195	-3%	-$65.4K	0.28%	79
2024 Q4	$1.95M	Hold	5,833	–	–	0.3%	75
2024 Q3	$1.91M	Sell	5,833 -255	-4%	-$80.3K	0.41%	57
2024 Q2	$1.88M	Sell	6,088 -320	-5%	-$95.5K	0.5%	48
2024 Q1	$1.92M	Sell	6,408 -200	-3%	-$57.1K	0.58%	39
2023 Q4	$1.81M	Hold	6,608	–	–	0.64%	38
2023 Q3	$1.62M	Sell	6,608 -20	-0.3%	-$5.11K	0.68%	42
2023 Q2	$1.69M	Sell	6,628 -68	-1%	-$16.4K	0.68%	42
2023 Q1	$1.58M	Sell	6,696 -28	-0.4%	-$6.46K	0.69%	45
2022 Q4	$1.48M	Sell	6,724 -1,088	-14%	-$242K	0.67%	47
2022 Q3	$1.62M	Sell	7,812 -15	-0.2%	-$3.45K	0.8%	42
2022 Q2	$1.7M	Buy	7,827 +455	+6%	+$108K	0.76%	45
2022 Q1	$1.93M	Buy	7,372 +150	+2%	+$38.8K	0.77%	43
2021 Q4	$2M	Buy	7,222 +175	+2%	+$47.4K	0.82%	38
2021 Q3	$1.8M	Buy	7,047 +27	+0.4%	+$7.07K	0.78%	40
2021 Q2	$1.8M	Buy	7,020 +1,005	+17%	+$251K	0.8%	40
2021 Q1	$1.43M	Buy	6,015 +120	+2%	+$27.9K	0.69%	42
2020 Q4	$1.32M	Buy	5,895 +291	+5%	+$61.1K	0.68%	48
2020 Q3	$1.1M	Buy	5,604 +1,456	+35%	+$282K	0.62%	58
2020 Q2	$747K	Sell	4,148 -150	-3%	-$25.4K	0.48%	65
2020 Q1	$638K	Buy	4,298 +285	+7%	+$50.7K	0.5%	60
2019 Q4	$756K	Hold	4,013	–	–	0.49%	59
2019 Q3	$697K	Buy	4,013 +600	+18%	+$104K	0.5%	58
2019 Q2	$588K	Buy	3,413 +1,800	+112%	+$305K	0.46%	62
2019 Q1	$269K	Buy	1,613 +1,475	+1,069%	+$237K	0.22%	91
2018 Q4	$20K	Buy	138 +125	+962%	+$19.9K	0.02%	226
2018 Q3	$2K	Hold	13	–	–	﹤0.01%	352
2018 Q2	$2K	Hold	13	–	–	﹤0.01%	294
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	371
2017 Q4	$2K	Buy	+13	New	+$2K	﹤0.01%	315

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

Independence Bank of Kentucky's IWV Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Russell 3000 ETF (IWV) stake by 6.6% in Q2 2026, selling an estimated $148K and leaving 5,094 shares worth $2.17M. The position accounts for 0.24% of the portfolio, ranked #82.

Independence Bank of Kentucky first reported a position in IWV in Q4 2017 and has held it in 35 quarters since. 579 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Independence Bank of Kentucky held 5,094 shares of iShares Russell 3000 ETF worth $2.17M as of Q2 2026.
Independence Bank of Kentucky sold 359 iShares Russell 3000 ETF shares in Q2 2026, an estimated $148K.
iShares Russell 3000 ETF made up 0.24% of Independence Bank of Kentucky's portfolio in Q2 2026, its #82 holding.
Independence Bank of Kentucky first reported a position in iShares Russell 3000 ETF in Q4 2017 and has held it in 35 quarters since.
579 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.