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

Wind River 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 Q1	$46M	Hold	124,042	–	–	17.34%	3
2025 Q4	$48M	Hold	124,042	–	–	17.92%	3
2025 Q3	$47M	Sell	124,042 -650	-0.5%	-$237K	17.38%	3
2025 Q2	$43.8M	Hold	124,692	–	–	17.55%	3
2025 Q1	$39.6M	Hold	124,692	–	–	16.99%	3
2024 Q4	$41.7M	Hold	124,692	–	–	16.39%	3
2024 Q3	$40.7M	Hold	124,692	–	–	15.68%	3
2024 Q2	$38.5M	Hold	124,692	–	–	15.61%	3
2024 Q1	$37.4M	Hold	124,692	–	–	13.62%	3
2023 Q4	$34.1M	Hold	124,692	–	–	13.41%	3
2023 Q3	$30.6M	Hold	124,692	–	–	13.17%	3
2023 Q2	$31.7M	Hold	124,692	–	–	13.69%	4
2023 Q1	$29.4M	Hold	124,692	–	–	13.21%	4
2022 Q4	$27.5M	Sell	124,692 -100	-0.1%	-$22.2K	13.17%	4
2022 Q3	$25.8M	Hold	124,792	–	–	13.84%	4
2022 Q2	$27.1M	Sell	124,792 -2,725	-2%	-$645K	13.18%	4
2022 Q1	$33.5M	Sell	127,517 -13,462	-10%	-$3.48M	13.39%	4
2021 Q4	$39.1M	Hold	140,979	–	–	14.2%	4
2021 Q3	$35.9M	Hold	140,979	–	–	13.36%	4
2021 Q2	$36.1M	Sell	140,979 -596	-0.4%	-$149K	13.13%	4
2021 Q1	$33.6M	Sell	141,575 -6,357	-4%	-$1.48M	12.08%	4
2020 Q4	$33.1M	Hold	147,932	–	–	11.92%	4
2020 Q3	$29M	Hold	147,932	–	–	11.31%	4
2020 Q2	$26.6M	Hold	147,932	–	–	11.31%	4
2020 Q1	$21.9M	Hold	147,932	–	–	11%	5
2019 Q4	$27.9M	Hold	147,932	–	–	11.07%	5
2019 Q3	$25.7M	Hold	147,932	–	–	10.93%	5
2019 Q2	$25.5M	Hold	147,932	–	–	10.84%	5
2019 Q1	$24.7M	Hold	147,932	–	–	10.64%	5
2018 Q4	$21.7M	Sell	147,932 -976	-0.7%	-$155K	10.38%	5
2018 Q3	$25.7M	Hold	148,908	–	–	10.57%	4
2018 Q2	$24.2M	Hold	148,908	–	–	12.34%	4
2018 Q1	$23.3M	Sell	148,908 -7,564	-5%	-$1.22M	11.91%	4
2017 Q4	$24.7M	Hold	156,472	–	–	12.04%	4
2017 Q3	$23.4M	Hold	156,472	–	–	11.86%	4
2017 Q2	$22.5M	Hold	156,472	–	–	13.21%	4
2017 Q1	$21.9M	Sell	156,472 -1,913	-1%	-$264K	13.29%	4
2016 Q4	$21.1M	Hold	158,385	–	–	12.58%	5
2016 Q3	$20.3M	Hold	158,385	–	–	11.65%	5
2016 Q2	$19.6M	Hold	158,385	–	–	11.68%	5
2016 Q1	$19.1M	Hold	158,385	–	–	11.55%	5
2015 Q4	$19.1M	Buy	158,385 +6,706	+4%	+$815K	13.25%	4
2015 Q3	$17.3M	Sell	151,679 -37,456	-20%	-$4.53M	12.54%	4
2015 Q2	$23.4M	Sell	189,135 -23,476	-11%	-$2.96M	11.38%	5
2015 Q1	$26.3M	Buy	212,611 +819	+0.4%	+$101K	12.24%	5
2014 Q4	$25.2M	Buy	211,792 +6,000	+3%	+$716K	13.96%	5
2014 Q3	$24M	Buy	205,792 +604	+0.3%	+$71.2K	12.01%	5
2014 Q2	$24.2M	Buy	205,188 +8,832	+4%	+$1M	13.11%	4
2014 Q1	$22.1M	Sell	196,356 -43,236	-18%	-$4.77M	12.46%	4
2013 Q4	$26.5M	Buy	+239,592	New	+$25.4M	11.62%	4

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wind River Trust Company's IWV Position: Q1 2026 in Review

Wind River Trust Company held its iShares Russell 3000 ETF (IWV) position steady in Q1 2026 at 124,042 shares worth $46M. The position accounts for 17.34% of the portfolio, ranked #3.

Wind River Trust Company first reported a position in IWV in Q4 2013 and has held it in 50 quarters since. The position peaked at $48M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Wind River Trust Company held 124,042 shares of iShares Russell 3000 ETF worth $46M as of Q1 2026.
Wind River Trust Company left its iShares Russell 3000 ETF share count unchanged in Q1 2026.
iShares Russell 3000 ETF made up 17.34% of Wind River Trust Company's portfolio in Q1 2026, its #3 holding.
Wind River Trust Company first reported a position in iShares Russell 3000 ETF in Q4 2013 and has held it in 50 quarters since.
Wind River Trust Company's iShares Russell 3000 ETF position peaked at $48M in Q4 2025.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Wind River Trust Company's 13F filing for Q1 2026, filed 14 May 2026.