OC
IWV icon

Oakworth Capital’s iShares Russell 3000 ETF IWV Stock Holding History

Oakworth Capital’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 		$18.8K Hold
44
– – ﹤0.01% 612
2026
Q1 		$16.3K Hold
44
– – ﹤0.01% 602
2025
Q4 		$17K Hold
44
– – ﹤0.01% 589
2025
Q3 		$16.7K Hold
44
– – ﹤0.01% 580
2025
Q2 		$15.4K Hold
44
– – ﹤0.01% 469
2025
Q1 		$14K Hold
44
– – ﹤0.01% 490
2024
Q4 		$14.7K Hold
44
– – ﹤0.01% 487
2024
Q3 		$14.4K Hold
44
– – ﹤0.01% 478
2024
Q2 		$13.6K Hold
44
– – ﹤0.01% 463
2024
Q1 		$13.2K Buy
+44
New +$12.6K ﹤0.01% 445

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

Oakworth Capital's IWV Position: Q2 2026 in Review

Oakworth Capital held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 44 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Oakworth Capital first reported a position in IWV in Q1 2024 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Oakworth Capital held 44 shares of iShares Russell 3000 ETF worth $18.8K as of Q2 2026.
  • Oakworth Capital left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #612 holding.
  • Oakworth Capital first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 10 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.