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Legacy Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Legacy 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 		$7.82M Sell
18,331
-517
-3% -$213K 1.38% 24
2026
Q1 		$6.99M Sell
18,848
-816
-4% -$316K 1.34% 26
2025
Q4 		$7.61M Sell
19,664
-245
-1% -$94K 1.42% 23
2025
Q3 		$7.54M Sell
19,909
-280
-1% -$102K 1.49% 22
2025
Q2 		$7.09M Sell
20,189
-705
-3% -$229K 1.74% 21
2025
Q1 		$6.64M Sell
20,894
-34
-0.2% -$11.4K 1.6% 22
2024
Q4 		$7M Sell
20,928
-187
-0.9% -$63K 1.62% 20
2024
Q3 		$6.9M Sell
21,115
-177
-0.8% -$55.7K 1.58% 23
2024
Q2 		$6.57M Buy
21,292
+51
+0.2% +$15.2K 1.63% 22
2024
Q1 		$6.37M Sell
21,241
-1,281
-6% -$365K 1.59% 21
2023
Q4 		$6.17M Buy
22,522
+367
+2% +$93.6K 1.61% 18
2023
Q3 		$5.43M Sell
22,155
-358
-2% -$91.5K 1.58% 16
2023
Q2 		$5.73M Sell
22,513
-960
-4% -$231K 1.58% 17
2023
Q1 		$5.53M Buy
23,473
+200
+0.9% +$46.2K 1.65% 18
2022
Q4 		$5.14M Buy
+23,273
New +$5.17M 1.59% 18

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

Legacy Trust's IWV Position: Q2 2026 in Review

Legacy Trust reduced its iShares Russell 3000 ETF (IWV) stake by 2.7% in Q2 2026, selling an estimated $213K and leaving 18,331 shares worth $7.82M. The position accounts for 1.38% of the portfolio, ranked #24.

Legacy Trust first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Legacy Trust held 18,331 shares of iShares Russell 3000 ETF worth $7.82M as of Q2 2026.
  • Legacy Trust sold 517 iShares Russell 3000 ETF shares in Q2 2026, an estimated $213K.
  • iShares Russell 3000 ETF made up 1.38% of Legacy Trust's portfolio in Q2 2026, its #24 holding.
  • Legacy Trust first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.