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Missouri Trust & Investment Company’s iShares Russell 3000 ETF IWV Stock Holding History

Missouri Trust & Investment Company’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 		– Sell
-167
Closed -$61.9K – 263
2026
Q1 		$61.9K Hold
167
– – 0.02% 212
2025
Q4 		$64.6K Hold
167
– – 0.02% 210
2025
Q3 		$63.3K Buy
+167
New +$60.9K 0.02% 207

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

Missouri Trust & Investment Company's IWV Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 167 shares — an estimated $61.9K sold.

Missouri Trust & Investment Company first reported a position in IWV in Q3 2025 and held it in 3 quarters. The position peaked at $64.6K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Missouri Trust & Investment Company reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 167 iShares Russell 3000 ETF shares in Q2 2026, an estimated $61.9K.
  • Missouri Trust & Investment Company first reported a position in iShares Russell 3000 ETF in Q3 2025 and held it in 3 quarters.
  • Missouri Trust & Investment Company's iShares Russell 3000 ETF position peaked at $64.6K in Q4 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.