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

Smithfield 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	-77	Closed	-$30K	–	1095
2025 Q4	$30K	Buy	+77	New	+$29.5K	﹤0.01%	681
2021 Q2	–	Sell	-728	Closed	-$173K	–	1079
2021 Q1	$173K	Hold	728	–	–	0.01%	343
2020 Q4	$163K	Hold	728	–	–	0.01%	344
2020 Q3	$142K	Hold	728	–	–	0.01%	343
2020 Q2	$131K	Hold	728	–	–	0.01%	340
2020 Q1	$108K	Hold	728	–	–	0.01%	326
2019 Q4	$137K	Hold	728	–	–	0.01%	338
2019 Q3	$127K	Hold	728	–	–	0.01%	347
2019 Q2	$125K	Hold	728	–	–	0.01%	355
2019 Q1	$121K	Hold	728	–	–	0.01%	342
2018 Q4	$107K	Hold	728	–	–	0.01%	343
2018 Q3	$125K	Hold	728	–	–	0.01%	367
2018 Q2	$118K	Hold	728	–	–	0.01%	368
2018 Q1	$114K	Hold	728	–	–	0.01%	377
2017 Q4	$115K	Hold	728	–	–	0.01%	382
2017 Q3	$109K	Buy	+728	New	+$106K	0.01%	383

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

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

Smithfield Trust's IWV Position: Q1 2026 in Review

Smithfield Trust sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 77 shares — an estimated $30K sold.

Smithfield Trust first reported a position in IWV in Q3 2017 and held it in 16 quarters. The position peaked at $173K in Q1 2021. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Smithfield Trust reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Smithfield Trust sold 77 iShares Russell 3000 ETF shares in Q1 2026, an estimated $30K.
Smithfield Trust first reported a position in iShares Russell 3000 ETF in Q3 2017 and held it in 16 quarters.
Smithfield Trust's iShares Russell 3000 ETF position peaked at $173K in Q1 2021.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.