Stock Yards Bank & Trust’s iShares Russell 3000 ETF IWV Stock Holding History

Stock Yards Bank & 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 Q2	–	Sell	-2,172	Closed	-$805K	–	403
2026 Q1	$805K	Hold	2,172	–	–	0.03%	231
2025 Q4	$840K	Sell	2,172 -260	-11%	-$99.8K	0.03%	226
2025 Q3	$922K	Hold	2,432	–	–	0.03%	225
2025 Q2	$854K	Hold	2,432	–	–	0.03%	225
2025 Q1	$773K	Hold	2,432	–	–	0.03%	224
2024 Q4	$813K	Hold	2,432	–	–	0.03%	220
2024 Q3	$795K	Sell	2,432 -400	-14%	-$126K	0.03%	230
2024 Q2	$874K	Hold	2,832	–	–	0.03%	225
2024 Q1	$850K	Sell	2,832 -22	-0.8%	-$6.28K	0.03%	239
2023 Q4	$781K	Sell	2,854 -19	-0.7%	-$4.84K	0.03%	238
2023 Q3	$704K	Buy	+2,873	New	+$734K	0.03%	240

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

Stock Yards Bank & Trust's IWV Position: Q2 2026 in Review

Stock Yards Bank & Trust sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 2,172 shares — an estimated $805K sold.

Stock Yards Bank & Trust first reported a position in IWV in Q3 2023 and held it in 11 quarters. The position peaked at $922K in Q3 2025. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Stock Yards Bank & Trust reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
Stock Yards Bank & Trust sold 2,172 iShares Russell 3000 ETF shares in Q2 2026, an estimated $805K.
Stock Yards Bank & Trust first reported a position in iShares Russell 3000 ETF in Q3 2023 and held it in 11 quarters.
Stock Yards Bank & Trust's iShares Russell 3000 ETF position peaked at $922K in Q3 2025.
913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q2 2026, filed 13 Aug 2026.