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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 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. 438 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.
438 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.