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

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

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. 911 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.
911 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.