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Simmons Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Simmons 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 		$3.82M Sell
8,955
-408
-4% -$168K 0.22% 101
2026
Q1 		$3.47M Sell
9,363
-489
-5% -$189K 0.23% 99
2025
Q4 		$3.81M Sell
9,852
-1,174
-11% -$451K 0.25% 92
2025
Q3 		$4.18M Sell
11,026
-1,401
-11% -$511K 0.28% 83
2025
Q2 		$4.36M Sell
12,427
-853
-6% -$277K 0.31% 76
2025
Q1 		$4.22M Sell
13,280
-758
-5% -$254K 0.32% 76
2024
Q4 		$4.69M Buy
14,038
+285
+2% +$95.9K 0.34% 76
2024
Q3 		$4.49M Sell
13,753
-310
-2% -$97.6K 0.33% 80
2024
Q2 		$4.34M Sell
14,063
-989
-7% -$295K 0.33% 82
2024
Q1 		$4.52M Sell
15,052
-200
-1% -$57.1K 0.34% 75
2023
Q4 		$4.18M Sell
15,252
-419
-3% -$107K 0.34% 81
2023
Q3 		$3.84M Sell
15,671
-273
-2% -$69.8K 0.34% 78
2023
Q2 		$4.06M Sell
15,944
-1,320
-8% -$317K 0.34% 77
2023
Q1 		$4.06M Sell
17,264
-3,593
-17% -$829K 0.35% 78
2022
Q4 		$4.6M Buy
20,857
+2,384
+13% +$530K 0.4% 67
2022
Q3 		$3.82M Sell
18,473
-78
-0.4% -$17.9K 0.36% 76
2022
Q2 		$4.03M Sell
18,551
-466
-2% -$110K 0.35% 77
2022
Q1 		$4.99M Sell
19,017
-4,451
-19% -$1.15M 0.37% 71
2021
Q4 		$6.51M Sell
23,468
-1,435
-6% -$389K 0.46% 61
2021
Q3 		$6.35M Sell
24,903
-3,916
-14% -$1.03M 0.46% 60
2021
Q2 		$7.38M Sell
28,819
-4,183
-13% -$1.04M 0.53% 49
2021
Q1 		$7.83M Sell
33,002
-2,621
-7% -$609K 0.59% 45
2020
Q4 		$7.96M Sell
35,623
-1,674
-4% -$352K 0.63% 42
2020
Q3 		$7.3M Sell
37,297
-11,118
-23% -$2.15M 0.6% 42
2020
Q2 		$8.72M Sell
48,415
-6,677
-12% -$1.13M 0.72% 36
2020
Q1 		$8.17M Buy
55,092
+21,877
+66% +$3.89M 0.71% 31
2019
Q4 		$6.26M Buy
33,215
+18,186
+121% +$3.28M 0.56% 41
2019
Q3 		$2.61M Buy
15,029
+1,230
+9% +$213K 0.26% 91
2019
Q2 		$2.38M Sell
13,799
-85
-0.6% -$14.4K 0.23% 100
2019
Q1 		$2.31M Buy
13,884
+127
+0.9% +$20.4K 0.23% 101
2018
Q4 		$2.02M Buy
+13,757
New +$2.19M 0.23% 98

Other funds holding IWV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Simmons Bank's IWV Position: Q2 2026 in Review

Simmons Bank reduced its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q2 2026, selling an estimated $168K and leaving 8,955 shares worth $3.82M. The position accounts for 0.22% of the portfolio, ranked #101.

Simmons Bank first reported a position in IWV in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.72M in Q2 2020. 423 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Simmons Bank held 8,955 shares of iShares Russell 3000 ETF worth $3.82M as of Q2 2026.
  • Simmons Bank sold 408 iShares Russell 3000 ETF shares in Q2 2026, an estimated $168K.
  • iShares Russell 3000 ETF made up 0.22% of Simmons Bank's portfolio in Q2 2026, its #101 holding.
  • Simmons Bank first reported a position in iShares Russell 3000 ETF in Q4 2018 and has held it in 31 quarters since.
  • Simmons Bank's iShares Russell 3000 ETF position peaked at $8.72M in Q2 2020.
  • 423 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.