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

Trust Company’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 		$123K Buy
289
+15
+5% +$6.18K 0.01% 206
2026
Q1 		$102K Buy
274
+216
+372% +$83.6K 0.01% 224
2025
Q4 		$22.4K Buy
58
+23
+66% +$8.83K ﹤0.01% 369
2025
Q3 		$13.3K Buy
35
+1
+3% +$365 ﹤0.01% 307
2025
Q2 		$11.9K Buy
34
+1
+3% +$325 ﹤0.01% 309
2025
Q1 		$10.6K Buy
33
+14
+74% +$4.69K ﹤0.01% 334
2024
Q4 		$6.29K Hold
19
– – ﹤0.01% 335
2024
Q3 		$6.14K Hold
19
– – ﹤0.01% 307
2024
Q2 		$5.91K Sell
19
-3
-14% -$895 ﹤0.01% 295
2024
Q1 		$6.53K Sell
22
-1
-4% -$285 ﹤0.01% 299
2023
Q4 		$6.21K Sell
23
-23
-50% -$5.86K ﹤0.01% 277
2023
Q3 		$11.4K Sell
46
-1
-2% -$256 ﹤0.01% 262
2023
Q2 		$12K Sell
47
-1
-2% -$240 ﹤0.01% 264
2023
Q1 		$11.3K Hold
48
– – ﹤0.01% 253
2022
Q4 		$11K Sell
48
-20
-29% -$4.44K ﹤0.01% 250
2022
Q3 		$14K Sell
68
-153
-69% -$35.2K ﹤0.01% 241
2022
Q2 		$48K Sell
221
-24,470
-99% -$5.79M 0.01% 192
2022
Q1 		$6.48M Buy
24,691
+4,541
+23% +$1.18M 1.26% 13
2021
Q4 		$5.59M Buy
+20,150
New +$5.46M 1.3% 11
2018
Q1 		– Sell
-166
Closed -$26K – 365
2017
Q4 		$26K Hold
166
– – 0.01% 208
2017
Q3 		$25K Sell
166
-1,101
-87% -$161K 0.01% 183
2017
Q2 		$182K Hold
1,267
– – 0.08% 92
2017
Q1 		$177K Buy
1,267
+1,101
+663% +$152K 0.08% 103
2016
Q4 		$22K Buy
+166
New +$21.5K 0.01% 230
2016
Q3 		– Sell
-144,279
Closed -$17.9M – 399
2016
Q2 		$17.9M Buy
144,279
+142,178
+6,767% +$17.4M 6.84% 1
2016
Q1 		$254K Buy
2,101
+1,285
+157% +$147K 0.12% 94
2015
Q4 		$98.2K Sell
816
-20
-2% -$2.43K 0.05% 123
2015
Q3 		$95K Buy
836
+450
+117% +$54.5K 0.05% 120
2015
Q2 		$48K Buy
+386
New +$48.6K 0.03% 186

Other funds holding IWV

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Trust Company's IWV Position: Q2 2026 in Review

Trust Company increased its iShares Russell 3000 ETF (IWV) stake by 5.5% in Q2 2026, buying an estimated $6.18K and bringing the position to 289 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #206.

Trust Company first reported a position in IWV in Q2 2015 and has held it in 29 quarters since. The position peaked at $17.9M in Q2 2016. 165 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Trust Company held 289 shares of iShares Russell 3000 ETF worth $123K as of Q2 2026.
  • Trust Company bought 15 iShares Russell 3000 ETF shares in Q2 2026, an estimated $6.18K.
  • iShares Russell 3000 ETF made up 0.01% of Trust Company's portfolio in Q2 2026, its #206 holding.
  • Trust Company first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 29 quarters since.
  • Trust Company's iShares Russell 3000 ETF position peaked at $17.9M in Q2 2016.
  • 165 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.