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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
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

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stock Yards Bank & Trust's IWV Position: Q1 2026 in Review

Stock Yards Bank & Trust held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 2,172 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #231.

Stock Yards Bank & Trust first reported a position in IWV in Q3 2023 and has held it in 11 quarters since. The position peaked at $922K in Q3 2025. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Stock Yards Bank & Trust held 2,172 shares of iShares Russell 3000 ETF worth $805K as of Q1 2026.
  • Stock Yards Bank & Trust left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
  • iShares Russell 3000 ETF made up 0.03% of Stock Yards Bank & Trust's portfolio in Q1 2026, its #231 holding.
  • Stock Yards Bank & Trust first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 11 quarters since.
  • Stock Yards Bank & Trust's iShares Russell 3000 ETF position peaked at $922K in Q3 2025.
  • 868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Stock Yards Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.