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

Community 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 Q1	$5.52M	Sell	25,820 -49	-0.2%	-$10.7K	0.66%	40
2025 Q4	$5.44M	Sell	25,869 -1,205	-4%	-$249K	0.64%	38
2025 Q3	$5.51M	Sell	27,074 -1,517	-5%	-$302K	0.67%	37
2025 Q2	$5.55M	Sell	28,591 -317	-1%	-$58.7K	0.73%	34
2025 Q1	$5.44M	Sell	28,908 -171	-0.6%	-$32.6K	0.73%	34
2024 Q4	$5.38M	Sell	29,079 -368	-1%	-$70.6K	0.69%	34
2024 Q3	$5.59M	Sell	29,447 -437	-1%	-$79.6K	0.71%	35
2024 Q2	$5.21M	Sell	29,884 -749	-2%	-$131K	0.69%	38
2024 Q1	$5.49M	Sell	30,633 -718	-2%	-$121K	0.72%	36
2023 Q4	$5.18M	Buy	31,351 +1,842	+6%	+$284K	0.68%	37
2023 Q3	$4.48M	Buy	29,509 +1,235	+4%	+$196K	0.63%	41
2023 Q2	$4.46M	Buy	28,274 +495	+2%	+$75.7K	0.59%	43
2023 Q1	$4.23M	Buy	27,779 +1,288	+5%	+$199K	0.57%	44
2022 Q4	$4.02M	Buy	26,491 +350	+1%	+$52.4K	0.56%	47
2022 Q3	$3.56M	Buy	26,141 +500	+2%	+$75.1K	0.54%	51
2022 Q2	$3.72M	Buy	25,641 +1,161	+5%	+$182K	0.53%	53
2022 Q1	$4.06M	Buy	24,480 +1,648	+7%	+$271K	0.5%	55
2021 Q4	$3.83M	Sell	22,832 -198	-0.9%	-$32.4K	0.44%	61
2021 Q3	$3.6M	Sell	23,030 -6,271	-21%	-$1.01M	0.44%	61
2021 Q2	$4.65M	Sell	29,301 -473	-2%	-$74.9K	0.55%	49
2021 Q1	$4.51M	Buy	29,774 +20	+0.1%	+$2.89K	0.56%	50
2020 Q4	$4.07M	Sell	29,754 -1,585	-5%	-$203K	0.55%	45
2020 Q3	$3.7M	Sell	31,339 -3,983	-11%	-$472K	0.56%	46
2020 Q2	$3.98M	Buy	35,322 +3,083	+10%	+$339K	0.67%	38
2020 Q1	$3.2M	Sell	32,239 -3,720	-10%	-$464K	0.69%	40
2019 Q4	$4.91M	Sell	35,959 -25	-0.1%	-$3.29K	0.86%	33
2019 Q3	$4.62M	Sell	35,984 -48	-0.1%	-$6.1K	0.88%	33
2019 Q2	$4.58M	Sell	36,032 -194	-0.5%	-$24.3K	0.88%	32
2019 Q1	$4.47M	Buy	36,226 +1,509	+4%	+$181K	0.9%	34
2018 Q4	$3.85M	Buy	34,717 +274	+0.8%	+$32.8K	0.86%	36
2018 Q3	$4.36M	Sell	34,443 -16	-0%	-$2.01K	0.86%	33
2018 Q2	$4.18M	Sell	34,459 -2,294	-6%	-$279K	0.78%	36
2018 Q1	$4.41M	Sell	36,753 -7,453	-17%	-$929K	0.83%	37
2017 Q4	$5.5M	Sell	44,206 -3,045	-6%	-$369K	0.59%	55
2017 Q3	$5.6M	Sell	47,251 -264	-0.6%	-$30.8K	0.62%	53
2017 Q2	$5.53M	Sell	47,515 -2,878	-6%	-$331K	0.6%	54
2017 Q1	$5.79M	Sell	50,393 -415	-0.8%	-$47.6K	1.22%	24
2016 Q4	$5.69M	Sell	50,808 -40	-0.1%	-$4.32K	1.25%	23
2016 Q3	$5.37M	Sell	50,848 -4,500	-8%	-$474K	1.23%	25
2016 Q2	$5.71M	Sell	55,348 -638	-1%	-$64.4K	1.35%	23
2016 Q1	$5.53M	Sell	55,986 -3,511	-6%	-$329K	1.34%	23
2015 Q4	$5.82M	Sell	59,497 -1,026	-2%	-$102K	1.41%	20
2015 Q3	$5.64M	Sell	60,523 -592	-1%	-$58.8K	1.46%	16
2015 Q2	$6.3M	Sell	61,115 -45	-0.1%	-$4.72K	1.49%	15
2015 Q1	$6.3M	Sell	61,160 -5,250	-8%	-$544K	1.47%	15
2014 Q4	$6.93M	Buy	+66,410	New	+$6.77M	1.57%	14

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Community Bank's IWD Position: Q1 2026 in Review

Community Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.19% in Q1 2026, selling an estimated $10.7K and leaving 25,820 shares worth $5.52M. The position accounts for 0.66% of the portfolio, ranked #40.

Community Bank first reported a position in IWD in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.93M in Q4 2014. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Community Bank held 25,820 shares of iShares Russell 1000 Value ETF worth $5.52M as of Q1 2026.
Community Bank sold 49 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $10.7K.
iShares Russell 1000 Value ETF made up 0.66% of Community Bank's portfolio in Q1 2026, its #40 holding.
Community Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 46 quarters since.
Community Bank's iShares Russell 1000 Value ETF position peaked at $6.93M in Q4 2014.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.