Midwest Trust
IWV icon

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
Q3 		$1.82M Sell
4,209
-164
-4% -$70.9K 0.02% 312
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

Evensky & Katz
Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return
TLWM Financial
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
Bricktown Capital
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
Calamos Wealth Management
Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Provenance Wealth Advisors
Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
EPIQ Partners
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Midwest Trust's IWV Position: Q3 2026 in Review

Midwest Trust reduced its iShares Russell 3000 ETF (IWV) stake by 3.8% in Q3 2026, selling an estimated $70.9K and leaving 4,209 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #312.

Midwest Trust first reported a position in IWV in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.86M in Q2 2026. 396 funds tracked by Wall St. Rank hold IWV as of Q3 2026.

  • Midwest Trust held 4,209 shares of iShares Russell 3000 ETF worth $1.82M as of Q3 2026.
  • Midwest Trust sold 164 iShares Russell 3000 ETF shares in Q3 2026, an estimated $70.9K.
  • iShares Russell 3000 ETF made up 0.02% of Midwest Trust's portfolio in Q3 2026, its #312 holding.
  • Midwest Trust first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 6 quarters since.
  • Midwest Trust's iShares Russell 3000 ETF position peaked at $1.86M in Q2 2026.
  • 396 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.