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

Whittier 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 Q2	$18.3M	Buy	42,663 +10,020	+31%	+$4.13M	0.18%	99
2026 Q1	$12.3M	Buy	32,643 +11,200	+52%	+$4.33M	0.14%	121
2025 Q4	$8.44M	Buy	21,443 +2,400	+13%	+$921K	0.09%	157
2025 Q3	$7.25M	Buy	19,043 +72	+0.4%	+$26.3K	0.08%	167
2025 Q2	$6.66M	Hold	18,971	–	–	0.08%	186
2025 Q1	$6.03M	Hold	18,971	–	–	0.08%	186
2024 Q4	$6.34M	Hold	18,971	–	–	0.08%	184
2024 Q3	$6.2M	Sell	18,971 -374	-2%	-$118K	0.08%	186
2024 Q2	$5.97M	Sell	19,345 -215	-1%	-$64.2K	0.08%	185
2024 Q1	$5.87M	Hold	19,560	–	–	0.09%	186
2023 Q4	$5.35M	Sell	19,560 -1,639	-8%	-$418K	0.09%	190
2023 Q3	$5.2M	Sell	21,199 -3,773	-15%	-$964K	0.09%	179
2023 Q2	$6.35M	Hold	24,972	–	–	0.11%	162
2023 Q1	$5.88M	Sell	24,972 -464	-2%	-$107K	0.11%	177
2022 Q4	$5.61M	Hold	25,436	–	–	0.11%	175
2022 Q3	$5.27M	Hold	25,436	–	–	0.11%	180
2022 Q2	$5.53M	Hold	25,436	–	–	0.11%	171
2022 Q1	$6.67M	Hold	25,436	–	–	0.11%	164
2021 Q4	$7.06M	Hold	25,436	–	–	0.11%	163
2021 Q3	$6.48M	Hold	25,436	–	–	0.12%	162
2021 Q2	$6.51M	Hold	25,436	–	–	0.12%	158
2021 Q1	$6.03M	Hold	25,436	–	–	0.12%	162
2020 Q4	$5.69M	Hold	25,436	–	–	0.12%	158
2020 Q3	$4.98M	Hold	25,436	–	–	0.12%	155
2020 Q2	$4.58M	Hold	25,436	–	–	0.13%	150
2020 Q1	$3.77M	Hold	25,436	–	–	0.12%	156
2019 Q4	$4.79M	Sell	25,436 -1,470	-5%	-$265K	0.13%	162
2019 Q3	$4.67M	Sell	26,906 -270	-1%	-$46.8K	0.13%	156
2019 Q2	$4.68M	Sell	27,176 -3,120	-10%	-$529K	0.14%	152
2019 Q1	$5.05M	Buy	30,296 +420	+1%	+$67.4K	0.15%	143
2018 Q4	$4.39M	Hold	29,876	–	–	0.15%	142
2018 Q3	$5.15M	Hold	29,876	–	–	0.16%	141
2018 Q2	$4.85M	Sell	29,876 -3,595	-11%	-$578K	0.16%	137
2018 Q1	$5.23M	Buy	33,471 +1,442	+5%	+$233K	0.18%	133
2017 Q4	$5.07M	Sell	32,029 -389	-1%	-$60K	0.18%	131
2017 Q3	$4.84M	Buy	32,418 +100	+0.3%	+$14.6K	0.18%	138
2017 Q2	$4.65M	Sell	32,318 -173	-0.5%	-$24.6K	0.18%	135
2017 Q1	$4.54M	Sell	32,491 -497	-2%	-$68.6K	0.18%	133
2016 Q4	$4.39M	Sell	32,988 -35	-0.1%	-$4.54K	0.19%	138
2016 Q3	$4.23M	Sell	33,023 -63	-0.2%	-$8.05K	0.18%	138
2016 Q2	$4.1M	Sell	33,086 -20,712	-38%	-$2.53M	0.18%	138
2016 Q1	$6.5M	Sell	53,798 -220	-0.4%	-$25.2K	0.29%	100
2015 Q4	$6.5M	Sell	54,018 -1,065	-2%	-$129K	0.29%	93
2015 Q3	$6.27M	Sell	55,083 -43	-0.1%	-$5.21K	0.31%	90
2015 Q2	$6.83M	Sell	55,126 -1,075	-2%	-$135K	0.3%	84
2015 Q1	$6.96M	Buy	56,201 +19,542	+53%	+$2.41M	0.32%	84
2014 Q4	$4.48M	Sell	36,659 -291	-0.8%	-$34.7K	0.21%	127
2014 Q3	$4.32M	Hold	36,950	–	–	0.21%	128
2014 Q2	$4.35M	Sell	36,950 -125	-0.3%	-$14.2K	0.21%	125
2014 Q1	$4.16M	Hold	37,075	–	–	0.21%	124
2013 Q4	$4.1M	Buy	37,075 +25	+0.1%	+$2.65K	0.21%	123
2013 Q3	$3.75M	Hold	37,050	–	–	0.2%	126
2013 Q2	$3.57M	Buy	+37,050	New	+$3.55M	0.2%	128

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's IWV Position: Q2 2026 in Review

Whittier Trust increased its iShares Russell 3000 ETF (IWV) stake by 31% in Q2 2026, buying an estimated $4.13M and bringing the position to 42,663 shares worth $18.3M. The position accounts for 0.18% of the portfolio, ranked #99.

Whittier Trust first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Whittier Trust held 42,663 shares of iShares Russell 3000 ETF worth $18.3M as of Q2 2026.
Whittier Trust bought 10,020 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.13M.
iShares Russell 3000 ETF made up 0.18% of Whittier Trust's portfolio in Q2 2026, its #99 holding.
Whittier Trust first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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