Security National Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Security National Bank’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	$162K	Hold	379	–	–	0.02%	167
2026 Q1	$140K	Sell	379 -130	-26%	-$50.3K	0.02%	161
2025 Q4	$197K	Hold	509	–	–	0.03%	145
2025 Q3	$193K	Hold	509	–	–	0.03%	140
2025 Q2	$179K	Hold	509	–	–	0.03%	126
2025 Q1	$162K	Buy	509 +242	+91%	+$81.1K	0.03%	132
2024 Q4	$89.2K	Buy	+267	New	+$89.9K	0.01%	167

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

Security National Bank's IWV Position: Q2 2026 in Review

Security National Bank held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 379 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #167.

Security National Bank first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. The position peaked at $197K in Q4 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Security National Bank held 379 shares of iShares Russell 3000 ETF worth $162K as of Q2 2026.
Security National Bank left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.02% of Security National Bank's portfolio in Q2 2026, its #167 holding.
Security National Bank first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
Security National Bank's iShares Russell 3000 ETF position peaked at $197K in Q4 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.