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

Rockland 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
Q1 		– Sell
-650
Closed -$251K – 314
2025
Q4 		$251K Hold
650
– – 0.01% 281
2025
Q3 		$246K Hold
650
– – 0.01% 279
2025
Q2 		$228K Hold
650
– – 0.01% 244
2025
Q1 		$206K Hold
650
– – 0.01% 263
2024
Q4 		$217K Hold
650
– – 0.01% 263
2024
Q3 		$212K Hold
650
– – 0.01% 273
2024
Q2 		$201K Buy
+650
New +$194K 0.01% 293
2021
Q2 		– Sell
-960
Closed -$228K – 281
2021
Q1 		$228K Hold
960
– – 0.02% 253
2020
Q4 		$215K Buy
+960
New +$202K 0.02% 245

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockland Trust's IWV Position: Q1 2026 in Review

Rockland Trust sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 650 shares — an estimated $251K sold.

Rockland Trust first reported a position in IWV in Q4 2020 and held it in 9 quarters. The position peaked at $251K in Q4 2025. 867 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Rockland Trust reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
  • Rockland Trust sold 650 iShares Russell 3000 ETF shares in Q1 2026, an estimated $251K.
  • Rockland Trust first reported a position in iShares Russell 3000 ETF in Q4 2020 and held it in 9 quarters.
  • Rockland Trust's iShares Russell 3000 ETF position peaked at $251K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Rockland Trust's 13F filing for Q1 2026, filed 16 Apr 2026.