City National Bank of Florida’s iShares Russell 1000 Value ETF IWD Stock Holding History

City National Bank of Florida’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	$634K	Hold	2,616	–	–	0.27%	75
2026 Q1	$559K	Buy	2,616 +53	+2%	+$11.6K	0.33%	61
2025 Q4	$539K	Sell	2,563 -650	-20%	-$134K	0.35%	54
2025 Q3	$654K	Hold	3,213	–	–	0.43%	42
2025 Q2	$624K	Sell	3,213 -734	-19%	-$136K	0.45%	40
2025 Q1	$743K	Buy	3,947 +1,763	+81%	+$336K	0.67%	26
2024 Q4	$404K	Buy	+2,184	New	+$419K	0.37%	54

Other funds holding IWD

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

City National Bank of Florida's IWD Position: Q2 2026 in Review

City National Bank of Florida held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,616 shares worth $634K. The position accounts for 0.27% of the portfolio, ranked #75.

City National Bank of Florida first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $743K in Q1 2025. 1,637 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

City National Bank of Florida held 2,616 shares of iShares Russell 1000 Value ETF worth $634K as of Q2 2026.
City National Bank of Florida left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.27% of City National Bank of Florida's portfolio in Q2 2026, its #75 holding.
City National Bank of Florida first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
City National Bank of Florida's iShares Russell 1000 Value ETF position peaked at $743K in Q1 2025.
1,637 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.