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

Midwest 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	$1.86M	Buy	4,373 +250	+6%	+$103K	0.02%	304
2026 Q1	$1.53M	Hold	4,123	–	–	0.02%	314
2025 Q4	$1.59M	Buy	4,123 +230	+6%	+$88.3K	0.02%	304
2025 Q3	$1.48M	Hold	3,893	–	–	0.02%	305
2025 Q2	$1.37M	Buy	+3,893	New	+$1.26M	0.02%	309

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

Midwest Trust's IWV Position: Q2 2026 in Review

Midwest Trust increased its iShares Russell 3000 ETF (IWV) stake by 6.1% in Q2 2026, buying an estimated $103K and bringing the position to 4,373 shares worth $1.86M. The position accounts for 0.02% of the portfolio, ranked #304.

Midwest Trust first reported a position in IWV in Q2 2025 and has held it in 5 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Midwest Trust held 4,373 shares of iShares Russell 3000 ETF worth $1.86M as of Q2 2026.
Midwest Trust bought 250 iShares Russell 3000 ETF shares in Q2 2026, an estimated $103K.
iShares Russell 3000 ETF made up 0.02% of Midwest Trust's portfolio in Q2 2026, its #304 holding.
Midwest Trust first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 5 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.