Truist Financial
IWV icon

Truist Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Truist Financial’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 		$22.8M Buy
53,370
+1,262
+2% +$520K 0.03% 406
2026
Q1 		$19.3M Buy
52,108
+840
+2% +$325K 0.03% 418
2025
Q4 		$19.8M Buy
51,268
+13,689
+36% +$5.25M 0.03% 415
2025
Q3 		$14.2M Sell
37,579
-369
-1% -$135K 0.02% 501
2025
Q2 		$13.3M Buy
37,948
+263
+0.7% +$85.4K 0.02% 514
2025
Q1 		$12M Sell
37,685
-1,095
-3% -$367K 0.02% 507
2024
Q4 		$13M Buy
38,780
+342
+0.9% +$115K 0.02% 494
2024
Q3 		$12.6M Sell
38,438
-11,336
-23% -$3.57M 0.02% 507
2024
Q2 		$15.4M Sell
49,774
-500
-1% -$149K 0.02% 464
2024
Q1 		$15.1M Sell
50,274
-7,801
-13% -$2.23M 0.02% 498
2023
Q4 		$15.9M Buy
58,075
+19,244
+50% +$4.91M 0.03% 471
2023
Q3 		$9.52M Buy
38,831
+659
+2% +$168K 0.02% 600
2023
Q2 		$9.71M Sell
38,172
-119
-0.3% -$28.6K 0.02% 597
2023
Q1 		$9.01M Sell
38,291
-57,480
-60% -$13.3M 0.02% 620
2022
Q4 		$21.1M Buy
95,771
+46,500
+94% +$10.3M 0.04% 363
2022
Q3 		$10.2M Buy
49,271
+11,924
+32% +$2.74M 0.02% 547
2022
Q2 		$8.12M Buy
37,347
+610
+2% +$144K 0.01% 646
2022
Q1 		$9.64M Sell
36,737
-23,354
-39% -$6.05M 0.02% 647
2021
Q4 		$16.7M Buy
60,091
+17,248
+40% +$4.67M 0.03% 485
2021
Q3 		$10.9M Buy
42,843
+3,349
+8% +$877K 0.02% 605
2021
Q2 		$10.1M Buy
39,494
+2,331
+6% +$581K 0.02% 631
2021
Q1 		$8.82M Sell
37,163
-508,601
-93% -$118M 0.02% 635
2020
Q4 		$122M Buy
545,764
+10,271
+2% +$2.16M 0.23% 101
2020
Q3 		$105M Buy
535,493
+1,335
+0.2% +$258K 0.23% 107
2020
Q2 		$96.2M Sell
534,158
-74,816
-12% -$12.7M 0.22% 118
2020
Q1 		$90.3M Buy
608,974
+35,620
+6% +$6.34M 0.24% 101
2019
Q4 		$108M Buy
573,354
+557,340
+3,480% +$100M 0.22% 106
2019
Q3 		$2.78M Sell
16,014
-472
-3% -$81.9K 0.05% 311
2019
Q2 		$2.84M Hold
16,486
– – 0.05% 303
2019
Q1 		$2.75M Hold
16,486
– – 0.05% 302
2018
Q4 		$2.42M Sell
16,486
-4,081
-20% -$648K 0.05% 303
2018
Q3 		$3.54M Hold
20,567
– – 0.06% 278
2018
Q2 		$3.34M Buy
20,567
+317
+2% +$51K 0.06% 283
2018
Q1 		$3.17M Buy
20,250
+15,262
+306% +$2.47M 0.06% 292
2017
Q4 		$789K Hold
4,988
– – 0.01% 511
2017
Q3 		$745K Buy
4,988
+23
+0.5% +$3.36K 0.01% 516
2017
Q2 		$715K Hold
4,965
– – 0.01% 514
2017
Q1 		$695K Hold
4,965
– – 0.01% 526
2016
Q4 		$660K Hold
4,965
– – 0.01% 542
2016
Q3 		$636K Sell
4,965
-775
-14% -$99K 0.01% 549
2016
Q2 		$712K Buy
5,740
+146
+3% +$17.8K 0.02% 531
2016
Q1 		$676K Hold
5,594
– – 0.02% 494
2015
Q4 		$673K Buy
5,594
+15
+0.3% +$1.82K 0.02% 484
2015
Q3 		$635K Sell
5,579
-1,560
-22% -$189K 0.02% 500
2015
Q2 		$885K Buy
7,139
+4,206
+143% +$530K 0.02% 406
2015
Q1 		$364K Buy
2,933
+1,192
+68% +$147K 0.01% 596
2014
Q4 		$213K Sell
1,741
-57
-3% -$6.8K 0.01% 742
2014
Q3 		$210K Sell
1,798
-462
-20% -$54.4K 0.01% 722
2014
Q2 		$266K Sell
2,260
-34
-1% -$3.87K 0.01% 671
2014
Q1 		$257K Sell
2,294
-13
-0.6% -$1.44K 0.01% 678
2013
Q4 		$255K Sell
2,307
-864
-27% -$91.7K 0.01% 677
2013
Q3 		$321K Buy
3,171
+398
+14% +$39.9K 0.01% 590
2013
Q2 		$268K Buy
+2,773
New +$266K 0.01% 623

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial's IWV Position: Q2 2026 in Review

Truist Financial increased its iShares Russell 3000 ETF (IWV) stake by 2.4% in Q2 2026, buying an estimated $520K and bringing the position to 53,370 shares worth $22.8M. The position accounts for 0.03% of the portfolio, ranked #406.

Truist Financial first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q4 2020. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Truist Financial held 53,370 shares of iShares Russell 3000 ETF worth $22.8M as of Q2 2026.
  • Truist Financial bought 1,262 iShares Russell 3000 ETF shares in Q2 2026, an estimated $520K.
  • iShares Russell 3000 ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #406 holding.
  • Truist Financial first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's iShares Russell 3000 ETF position peaked at $122M in Q4 2020.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.