UMB Bank’s iShares Russell 3000 ETF IWV Stock Holding History

UMB Bank’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	$12.1M	Sell	28,354 -1,584	-5%	-$653K	0.15%	109
2026 Q1	$11.1M	Sell	29,938 -853	-3%	-$330K	0.15%	114
2025 Q4	$11.9M	Sell	30,791 -2,042	-6%	-$784K	0.16%	114
2025 Q3	$12.4M	Sell	32,833 -3,300	-9%	-$1.2M	0.18%	95
2025 Q2	$12.7M	Sell	36,133 -2,422	-6%	-$787K	0.2%	93
2025 Q1	$12.2M	Sell	38,555 -15,664	-29%	-$5.25M	0.2%	98
2024 Q4	$18.1M	Buy	54,219 +17,745	+49%	+$5.97M	0.29%	69
2024 Q3	$11.9M	Sell	36,474 -2,764	-7%	-$870K	0.19%	104
2024 Q2	$12.1M	Buy	39,238 +606	+2%	+$181K	0.2%	100
2024 Q1	$11.6M	Buy	38,632 +754	+2%	+$215K	0.18%	107
2023 Q4	$10.4M	Buy	37,878 +242	+0.6%	+$61.7K	0.15%	115
2023 Q3	$9.22M	Buy	37,636 +595	+2%	+$152K	0.15%	124
2023 Q2	$9.43M	Sell	37,041 -277	-0.7%	-$66.6K	0.14%	132
2023 Q1	$8.79M	Sell	37,318 -4,248	-10%	-$980K	0.14%	138
2022 Q4	$9.17M	Sell	41,566 -5,548	-12%	-$1.23M	0.15%	133
2022 Q3	$9.75M	Buy	47,114 +896	+2%	+$206K	0.16%	127
2022 Q2	$10M	Sell	46,218 -923	-2%	-$219K	0.16%	132
2022 Q1	$12.4M	Sell	47,141 -3,068	-6%	-$794K	0.16%	130
2021 Q4	$13.9M	Buy	50,209 +2,598	+5%	+$704K	0.18%	124
2021 Q3	$12.1M	Sell	47,611 -509	-1%	-$133K	0.27%	89
2021 Q2	$12.3M	Sell	48,120 -537	-1%	-$134K	0.28%	87
2021 Q1	$11.5M	Buy	48,657 +1,786	+4%	+$415K	0.28%	86
2020 Q4	$10.5M	Sell	46,871 -34,107	-42%	-$7.16M	0.28%	84
2020 Q3	$14.6M	Hold	80,978	–	–	0.45%	62
2020 Q2	$14.6M	Sell	80,978 -66,173	-45%	-$11.2M	0.45%	62
2020 Q1	$21.8M	Buy	147,151 +141,953	+2,731%	+$25.3M	0.78%	37
2019 Q4	$980K	Buy	5,198 +49	+1%	+$8.83K	0.03%	222
2019 Q3	$895K	Sell	5,149 -734	-12%	-$127K	0.02%	229
2019 Q2	$1.01M	Buy	5,883 +781	+15%	+$132K	0.02%	212
2019 Q1	$851K	Buy	5,102 +317	+7%	+$50.9K	0.03%	221
2018 Q4	$703K	Buy	4,785 +239	+5%	+$38K	0.02%	226
2018 Q3	$783K	Buy	4,546 +152	+3%	+$25.7K	0.02%	230
2018 Q2	$713K	Buy	4,394 +180	+4%	+$28.9K	0.02%	230
2018 Q1	$659K	Sell	4,214 -354	-8%	-$57.2K	0.02%	231
2017 Q4	$722K	Buy	4,568 +225	+5%	+$34.7K	0.02%	220
2017 Q3	$648K	Sell	4,343 -373	-8%	-$54.5K	0.02%	227
2017 Q2	$679K	Sell	4,716 -43	-0.9%	-$6.11K	0.02%	217
2017 Q1	$665K	Sell	4,759 -5	-0.1%	-$690	0.02%	216
2016 Q4	$634K	Buy	4,764 +206	+5%	+$26.7K	0.02%	220
2016 Q3	$584K	Sell	4,558 -215	-5%	-$27.5K	0.02%	228
2016 Q2	$592K	Buy	4,773 +150	+3%	+$18.3K	0.02%	221
2016 Q1	$559K	Sell	4,623 -4,177	-47%	-$478K	0.02%	223
2015 Q4	$1.06M	Buy	+8,800	New	+$1.07M	0.05%	191

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

UMB Bank's IWV Position: Q2 2026 in Review

UMB Bank reduced its iShares Russell 3000 ETF (IWV) stake by 5.3% in Q2 2026, selling an estimated $653K and leaving 28,354 shares worth $12.1M. The position accounts for 0.15% of the portfolio, ranked #109.

UMB Bank first reported a position in IWV in Q4 2015 and has held it in 43 quarters since. The position peaked at $21.8M in Q1 2020. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

UMB Bank held 28,354 shares of iShares Russell 3000 ETF worth $12.1M as of Q2 2026.
UMB Bank sold 1,584 iShares Russell 3000 ETF shares in Q2 2026, an estimated $653K.
iShares Russell 3000 ETF made up 0.15% of UMB Bank's portfolio in Q2 2026, its #109 holding.
UMB Bank first reported a position in iShares Russell 3000 ETF in Q4 2015 and has held it in 43 quarters since.
UMB Bank's iShares Russell 3000 ETF position peaked at $21.8M in Q1 2020.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.