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American State Bank (Iowa)’s iShares Russell 1000 Value ETF IWD Stock Holding History

American State Bank (Iowa)’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
Q2 		$8.32M Buy
34,311
+2,163
+7% +$504K 3.37% 5
2026
Q1 		$6.87M Buy
32,148
+1,951
+6% +$427K 3.3% 4
2025
Q4 		$6.35M Buy
30,197
+2,039
+7% +$421K 3.05% 6
2025
Q3 		$5.73M Sell
28,158
-3,166
-10% -$630K 2.92% 6
2025
Q2 		$6.08M Sell
31,324
-5,481
-15% -$1.02M 3.37% 5
2025
Q1 		$6.93M Sell
36,805
-225
-0.6% -$42.9K 4.18% 4
2024
Q4 		$6.86M Buy
37,030
+1,446
+4% +$277K 4.13% 4
2024
Q3 		$6.75M Sell
35,584
-568
-2% -$103K 4.1% 4
2024
Q2 		$6.31M Sell
36,152
-896
-2% -$157K 4.04% 4
2024
Q1 		$6.64M Sell
37,048
-1,260
-3% -$213K 4.45% 4
2023
Q4 		$6.33M Buy
38,308
+616
+2% +$95.1K 4.03% 3
2023
Q3 		$5.72M Buy
37,692
+110
+0.3% +$17.4K 4.11% 3
2023
Q2 		$5.93M Buy
37,582
+188
+0.5% +$28.7K 4.13% 2
2023
Q1 		$5.69M Sell
37,394
-249
-0.7% -$38.5K 4.15% 2
2022
Q4 		$5.71M Buy
37,643
+1,250
+3% +$187K 4.41% 2
2022
Q3 		$4.95M Sell
36,393
-6,370
-15% -$957K 4.29% 2
2022
Q2 		$6.2M Sell
42,763
-5,492
-11% -$859K 4.92% 2
2022
Q1 		$8.01M Buy
48,255
+7,836
+19% +$1.29M 5.55% 2
2021
Q4 		$6.79M Buy
40,419
+6,567
+19% +$1.08M 4.7% 2
2021
Q3 		$5.3M Buy
33,852
+1,034
+3% +$166K 4.11% 3
2021
Q2 		$5.21M Buy
32,818
+919
+3% +$145K 4.06% 3
2021
Q1 		$4.83M Buy
31,899
+305
+1% +$44.1K 4.13% 2
2020
Q4 		$4.32M Buy
+31,594
New +$4.05M 4.1% 2

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

American State Bank (Iowa)'s IWD Position: Q2 2026 in Review

American State Bank (Iowa) increased its iShares Russell 1000 Value ETF (IWD) stake by 6.7% in Q2 2026, buying an estimated $504K and bringing the position to 34,311 shares worth $8.32M. The position accounts for 3.37% of the portfolio, ranked #5.

American State Bank (Iowa) first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • American State Bank (Iowa) held 34,311 shares of iShares Russell 1000 Value ETF worth $8.32M as of Q2 2026.
  • American State Bank (Iowa) bought 2,163 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $504K.
  • iShares Russell 1000 Value ETF made up 3.37% of American State Bank (Iowa)'s portfolio in Q2 2026, its #5 holding.
  • American State Bank (Iowa) first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.