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

WhitTier 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	$11.9M	Sell	27,962 -10,020	-26%	-$4.13M	0.22%	96
2026 Q1	$14.3M	Sell	37,982 -11,225	-23%	-$4.34M	0.29%	76
2025 Q4	$19.4M	Sell	49,207 -6,000	-11%	-$2.3M	0.4%	56
2025 Q3	$21M	Sell	55,207 -384	-0.7%	-$140K	0.45%	51
2025 Q2	$19.5M	Sell	55,591 -1,002	-2%	-$325K	0.44%	50
2025 Q1	$18M	Buy	56,593 +103	+0.2%	+$34.5K	0.45%	51
2024 Q4	$18.9M	Buy	56,490 +43	+0.1%	+$14.5K	0.46%	50
2024 Q3	$18.4M	Buy	56,447 +21,544	+62%	+$6.78M	0.48%	50
2024 Q2	$10.8M	Hold	34,903	–	–	0.3%	72
2024 Q1	$10.5M	Hold	34,903	–	–	0.3%	80
2023 Q4	$9.55M	Sell	34,903 -41	-0.1%	-$10.5K	0.31%	82
2023 Q3	$8.56M	Buy	34,944 +3,623	+12%	+$926K	0.3%	78
2023 Q2	$7.97M	Hold	31,321	–	–	0.27%	86
2023 Q1	$7.37M	Sell	31,321 -1,900	-6%	-$439K	0.27%	86
2022 Q4	$7.33M	Hold	33,221	–	–	0.29%	79
2022 Q3	$6.88M	Hold	33,221	–	–	0.29%	78
2022 Q2	$7.22M	Sell	33,221 -179	-0.5%	-$42.4K	0.3%	78
2022 Q1	$8.76M	Hold	33,400	–	–	0.32%	76
2021 Q4	$9.27M	Buy	33,400 +6,000	+22%	+$1.63M	0.34%	73
2021 Q3	$6.98M	Hold	27,400	–	–	0.29%	84
2021 Q2	$7.01M	Sell	27,400 -6,000	-18%	-$1.5M	0.29%	84
2021 Q1	$7.92M	Hold	33,400	–	–	0.35%	71
2020 Q4	$7.47M	Hold	33,400	–	–	0.37%	67
2020 Q3	$6.54M	Hold	33,400	–	–	0.38%	67
2020 Q2	$6.01M	Buy	33,400 +16,234	+95%	+$2.75M	0.38%	70
2020 Q1	$2.55M	Sell	17,166 -1,547	-8%	-$275K	0.2%	113
2019 Q4	$3.53M	Hold	18,713	–	–	0.23%	104
2019 Q3	$3.25M	Sell	18,713 -19,800	-51%	-$3.43M	0.23%	104
2019 Q2	$6.64M	Buy	38,513 +19,800	+106%	+$3.36M	0.47%	58
2019 Q1	$3.12M	Buy	18,713 +304	+2%	+$48.8K	0.23%	107
2018 Q4	$2.71M	Hold	18,409	–	–	0.22%	105
2018 Q3	$3.17M	Sell	18,409 -2	-0%	-$339	0.23%	108
2018 Q2	$2.99M	Buy	18,411 +762	+4%	+$122K	0.23%	105
2018 Q1	$2.76M	Buy	17,649 +941	+6%	+$152K	0.23%	113
2017 Q4	$2.64M	Hold	16,708	–	–	0.23%	108
2017 Q3	$2.49M	Hold	16,708	–	–	0.23%	106
2017 Q2	$2.41M	Sell	16,708 -647	-4%	-$92K	0.23%	104
2017 Q1	$2.43M	Hold	17,355	–	–	0.24%	98
2016 Q4	$2.31M	Sell	17,355 -355	-2%	-$46K	0.25%	98
2016 Q3	$2.27M	Sell	17,710 -425	-2%	-$54.3K	0.26%	97
2016 Q2	$2.25M	Buy	18,135 +355	+2%	+$43.4K	0.26%	92
2016 Q1	$2.15M	Hold	17,780	–	–	0.25%	96
2015 Q4	$2.14M	Sell	17,780 -1,000	-5%	-$122K	0.25%	100
2015 Q3	$2.14M	Buy	18,780 +1,538	+9%	+$186K	0.26%	89
2015 Q2	$2.14M	Sell	17,242 -200	-1%	-$25.2K	0.24%	101
2015 Q1	$2.16M	Sell	17,442 -68	-0.4%	-$8.38K	0.24%	103
2014 Q4	$2.14M	Sell	17,510 -784	-4%	-$93.6K	0.24%	98
2014 Q3	$2.14M	Sell	18,294 -1,117	-6%	-$132K	0.25%	94
2014 Q2	$2.29M	Buy	19,411 +3,266	+20%	+$371K	0.26%	93
2014 Q1	$1.81M	Buy	16,145 +905	+6%	+$99.9K	0.21%	106
2013 Q4	$1.69M	Hold	15,240	–	–	0.2%	107
2013 Q3	$1.54M	Buy	15,240 +200	+1%	+$20K	0.21%	106
2013 Q2	$1.45M	Buy	+15,040	New	+$1.44M	0.21%	105

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

WhitTier Trust Company's IWV Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares Russell 3000 ETF (IWV) stake by 26% in Q2 2026, selling an estimated $4.13M and leaving 27,962 shares worth $11.9M. The position accounts for 0.22% of the portfolio, ranked #96.

WhitTier Trust Company first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $21M in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

WhitTier Trust Company held 27,962 shares of iShares Russell 3000 ETF worth $11.9M as of Q2 2026.
WhitTier Trust Company sold 10,020 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.13M.
iShares Russell 3000 ETF made up 0.22% of WhitTier Trust Company's portfolio in Q2 2026, its #96 holding.
WhitTier Trust Company first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares Russell 3000 ETF position peaked at $21M in Q3 2025.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.