Sanibel Captiva Trust Company’s iShares Russell 3000 ETF IWV Stock Holding History

Sanibel Captiva Trust 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	$288K	Hold	675	–	–	0.01%	406
2026 Q1	$250K	Hold	675	–	–	0.01%	402
2025 Q4	$261K	Hold	675	–	–	0.01%	377
2025 Q3	$256K	Hold	675	–	–	0.01%	371
2025 Q2	$237K	Hold	675	–	–	0.01%	379
2025 Q1	$214K	Hold	675	–	–	0.01%	375
2024 Q4	$226K	Hold	675	–	–	0.01%	362
2024 Q3	$221K	Hold	675	–	–	0.01%	361
2024 Q2	$208K	Hold	675	–	–	0.01%	350
2024 Q1	$203K	Buy	+675	New	+$193K	0.01%	352

Other funds holding IWV

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 New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Sanibel Captiva Trust Company's IWV Position: Q2 2026 in Review

Sanibel Captiva Trust Company held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 675 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #406.

Sanibel Captiva Trust Company 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.

Sanibel Captiva Trust Company held 675 shares of iShares Russell 3000 ETF worth $288K as of Q2 2026.
Sanibel Captiva Trust Company left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #406 holding.
Sanibel Captiva Trust Company 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 Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.