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 Q3	$977K	Sell	3,942 -43	-1%	-$10.9K	0.04%	105
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

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Bell Bank's IWD Position: Q3 2026 in Review

Bell Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q3 2026, selling an estimated $10.9K and leaving 3,942 shares worth $977K. The position accounts for 0.04% of the portfolio, ranked #105.

Bell Bank first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Bell Bank held 3,942 shares of iShares Russell 1000 Value ETF worth $977K as of Q3 2026.
Bell Bank sold 43 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $10.9K.
iShares Russell 1000 Value ETF made up 0.04% of Bell Bank's portfolio in Q3 2026, its #105 holding.
Bell Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.