Bell Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bell Bank’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	$966K	Hold	3,985	–	–	0.04%	103
2026 Q1	$851K	Buy	3,985 +661	+20%	+$145K	0.04%	99
2025 Q4	$699K	Hold	3,324	–	–	0.03%	112
2025 Q3	$677K	Hold	3,324	–	–	0.03%	121
2025 Q2	$646K	Buy	3,324 +1,869	+128%	+$346K	0.03%	124
2025 Q1	$274K	Hold	1,455	–	–	0.01%	168
2024 Q4	$269K	Buy	1,455 +4	+0.3%	+$767	0.02%	169
2024 Q3	$275K	Hold	1,451	–	–	0.03%	156
2024 Q2	$253K	Hold	1,451	–	–	0.02%	173
2024 Q1	$260K	Hold	1,451	–	–	0.02%	171
2023 Q4	$240K	Sell	1,451 -107	-7%	-$16.5K	0.02%	163
2023 Q3	$237K	Hold	1,558	–	–	0.03%	167
2023 Q2	$246K	Hold	1,558	–	–	0.03%	170
2023 Q1	$237K	Hold	1,558	–	–	0.03%	174
2022 Q4	$236K	Buy	+1,558	New	+$233K	0.03%	170
2022 Q3	–	Sell	-1,451	Closed	-$210K	–	194
2022 Q2	$210K	Buy	+1,451	New	+$227K	0.03%	193

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bell Bank's IWD Position: Q2 2026 in Review

Bell Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,985 shares worth $966K. The position accounts for 0.04% of the portfolio, ranked #103.

Bell Bank first reported a position in IWD in Q2 2022 and has held it in 16 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bell Bank held 3,985 shares of iShares Russell 1000 Value ETF worth $966K as of Q2 2026.
Bell Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Bell Bank's portfolio in Q2 2026, its #103 holding.
Bell Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 16 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.