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

Sabal 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
2025 Q1	$244K	Hold	768	–	–	0.01%	216
2024 Q4	$257K	Hold	768	–	–	0.01%	215
2024 Q3	$251K	Sell	768 -125	-14%	-$39.3K	0.01%	215
2024 Q2	$276K	Hold	893	–	–	0.02%	184
2024 Q1	$268K	Sell	893 -2	-0.2%	-$571	0.02%	195
2023 Q4	$245K	Hold	895	–	–	0.02%	199
2023 Q3	$219K	Hold	895	–	–	0.01%	193
2023 Q2	$228K	Hold	895	–	–	0.01%	193
2023 Q1	$211K	Sell	895 -2,805	-76%	-$647K	0.01%	143
2022 Q4	$817K	Hold	3,700	–	–	0.06%	78
2022 Q3	$766K	Hold	3,700	–	–	0.06%	80
2022 Q2	$804K	Hold	3,700	–	–	0.06%	78
2022 Q1	$971K	Buy	3,700 +65	+2%	+$16.8K	0.07%	74
2021 Q4	$1.01M	Hold	3,635	–	–	0.06%	78
2021 Q3	$926K	Buy	+3,635	New	+$952K	0.07%	79

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sabal Trust's IWV Position: Q1 2025 in Review

Sabal Trust held its iShares Russell 3000 ETF (IWV) position steady in Q1 2025 at 768 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #216.

Sabal Trust first reported a position in IWV in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.01M in Q4 2021. 804 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

Sabal Trust held 768 shares of iShares Russell 3000 ETF worth $244K as of Q1 2025.
Sabal Trust left its iShares Russell 3000 ETF share count unchanged in Q1 2025.
iShares Russell 3000 ETF made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #216 holding.
Sabal Trust first reported a position in iShares Russell 3000 ETF in Q3 2021 and has held it in 15 quarters since.
Sabal Trust's iShares Russell 3000 ETF position peaked at $1.01M in Q4 2021.
804 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.