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Ledyard National Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Ledyard National Bank’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 		$2.05M Sell
4,806
-17
-0.4% -$7K 0.16% 94
2026
Q1 		$1.79M Sell
4,823
-88
-2% -$34K 0.16% 91
2025
Q4 		$1.9M Sell
4,911
-20
-0.4% -$7.67K 0.16% 90
2025
Q3 		$1.87M Sell
4,931
-93
-2% -$33.9K 0.17% 88
2025
Q2 		$1.76M Sell
5,024
-278
-5% -$90.3K 0.17% 90
2025
Q1 		$1.68M Sell
5,302
-94
-2% -$31.5K 0.17% 90
2024
Q4 		$1.8M Sell
5,396
-62
-1% -$20.9K 0.17% 83
2024
Q3 		$1.78M Sell
5,458
-409
-7% -$129K 0.16% 84
2024
Q2 		$1.81M Sell
5,867
-20
-0.3% -$5.97K 0.18% 83
2024
Q1 		$1.77M Sell
5,887
-262
-4% -$74.7K 0.17% 83
2023
Q4 		$1.68M Sell
6,149
-314
-5% -$80.1K 0.17% 82
2023
Q3 		$1.58M Sell
6,463
-139
-2% -$35.5K 0.18% 82
2023
Q2 		$1.68M Hold
6,602
– – 0.18% 88
2023
Q1 		$1.55M Sell
6,602
-15
-0.2% -$3.46K 0.18% 89
2022
Q4 		$1.46M Sell
6,617
-284
-4% -$63.1K 0.17% 95
2022
Q3 		$1.43M Sell
6,901
-10
-0.1% -$2.3K 0.19% 94
2022
Q2 		$1.5M Sell
6,911
-97
-1% -$23K 0.18% 98
2022
Q1 		$1.84M Sell
7,008
-10
-0.1% -$2.59K 0.18% 98
2021
Q4 		$1.95M Sell
7,018
-18
-0.3% -$4.88K 0.19% 95
2021
Q3 		$1.79M Sell
7,036
-33
-0.5% -$8.64K 0.19% 96
2021
Q2 		$1.81M Buy
7,069
+276
+4% +$68.8K 0.19% 96
2021
Q1 		$1.61M Sell
6,793
-367
-5% -$85.2K 0.17% 102
2020
Q4 		$1.6M Sell
7,160
-150
-2% -$31.5K 0.18% 101
2020
Q3 		$1.43M Sell
7,310
-80
-1% -$15.5K 0.18% 102
2020
Q2 		$1.33M Hold
7,390
– – 0.18% 104
2020
Q1 		$1.1M Sell
7,390
-253
-3% -$45K 0.17% 116
2019
Q4 		$1.44M Sell
7,643
-176
-2% -$31.7K 0.17% 120
2019
Q3 		$1.36M Buy
7,819
+105
+1% +$18.2K 0.18% 116
2019
Q2 		$1.33M Sell
7,714
-272
-3% -$46.1K 0.18% 117
2019
Q1 		$1.33M Buy
+7,986
New +$1.28M 0.18% 120

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
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
BP
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
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Ledyard National Bank's IWV Position: Q2 2026 in Review

Ledyard National Bank reduced its iShares Russell 3000 ETF (IWV) stake by 0.35% in Q2 2026, selling an estimated $7K and leaving 4,806 shares worth $2.05M. The position accounts for 0.16% of the portfolio, ranked #94.

Ledyard National Bank first reported a position in IWV in Q1 2019 and has held it in 30 quarters since. 424 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Ledyard National Bank held 4,806 shares of iShares Russell 3000 ETF worth $2.05M as of Q2 2026.
  • Ledyard National Bank sold 17 iShares Russell 3000 ETF shares in Q2 2026, an estimated $7K.
  • iShares Russell 3000 ETF made up 0.16% of Ledyard National Bank's portfolio in Q2 2026, its #94 holding.
  • Ledyard National Bank first reported a position in iShares Russell 3000 ETF in Q1 2019 and has held it in 30 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.