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American National Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

American National Bank & Trust’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$944K Sell
3,806
-575
-13% -$145K 0.09% 114
2026
Q2 		$1.06M Sell
4,381
-2
-0% -$466 0.09% 109
2026
Q1 		$937K Sell
4,383
-20
-0.5% -$4.38K 0.09% 112
2025
Q4 		$926K Sell
4,403
-40
-0.9% -$8.26K 0.09% 114
2025
Q3 		$905K Sell
4,443
-325
-7% -$64.7K 0.09% 111
2025
Q2 		$926K Buy
4,768
+358
+8% +$66.3K 0.09% 113
2025
Q1 		$830K Sell
4,410
-228
-5% -$43.4K 0.09% 104
2024
Q4 		$859K Buy
4,638
+2,436
+111% +$467K 0.1% 108
2024
Q3 		$418K Sell
2,202
-13
-0.6% -$2.37K 0.05% 144
2024
Q2 		$386K Hold
2,215
– – 0.05% 152
2024
Q1 		$397K Hold
2,215
– – 0.05% 147
2023
Q4 		$366K Buy
2,215
+832
+60% +$128K 0.06% 133
2023
Q3 		$210K Hold
1,383
– – 0.04% 165
2023
Q2 		$218K Hold
1,383
– – 0.04% 158
2023
Q1 		$211K Hold
1,383
– – 0.04% 152
2022
Q4 		$210K Buy
1,383
+13
+0.9% +$1.95K 0.04% 143
2022
Q3 		$186K Hold
1,370
– – 0.04% 122
2022
Q2 		$199K Hold
1,370
– – 0.05% 110
2022
Q1 		$227K Hold
1,370
– – 0.05% 115
2021
Q4 		$230K Buy
+1,370
New +$224K 0.04% 119

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

American National Bank & Trust's IWD Position: Q3 2026 in Review

American National Bank & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q3 2026, selling an estimated $145K and leaving 3,806 shares worth $944K. The position accounts for 0.09% of the portfolio, ranked #114.

American National Bank & Trust first reported a position in IWD in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q2 2026. 358 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • American National Bank & Trust held 3,806 shares of iShares Russell 1000 Value ETF worth $944K as of Q3 2026.
  • American National Bank & Trust sold 575 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $145K.
  • iShares Russell 1000 Value ETF made up 0.09% of American National Bank & Trust's portfolio in Q3 2026, its #114 holding.
  • American National Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 20 quarters since.
  • American National Bank & Trust's iShares Russell 1000 Value ETF position peaked at $1.06M in Q2 2026.
  • 358 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.