Indiana Trust & Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Indiana Trust & Investment Management’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	$1.51M	Hold	3,547	–	–	0.41%	46
2026 Q1	$1.31M	Hold	3,547	–	–	0.41%	45
2025 Q4	$1.37M	Hold	3,547	–	–	0.4%	49
2025 Q3	$1.34M	Hold	3,547	–	–	0.41%	49
2025 Q2	$1.24M	Hold	3,547	–	–	0.41%	49
2025 Q1	$1.13M	Hold	3,547	–	–	0.41%	55
2024 Q4	$1.19M	Hold	3,547	–	–	0.4%	54
2024 Q3	$1.16M	Buy	+3,547	New	+$1.12M	0.4%	56

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Indiana Trust & Investment Management's IWV Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,547 shares worth $1.51M. The position accounts for 0.41% of the portfolio, ranked #46.

Indiana Trust & Investment Management first reported a position in IWV in Q3 2024 and has held it in 8 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Indiana Trust & Investment Management held 3,547 shares of iShares Russell 3000 ETF worth $1.51M as of Q2 2026.
Indiana Trust & Investment Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.41% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #46 holding.
Indiana Trust & Investment Management first reported a position in iShares Russell 3000 ETF in Q3 2024 and has held it in 8 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.