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Community Trust & Investment’s iShares Russell 1000 Value ETF IWD Stock Holding History

Community Trust & Investment’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
2025
Q1 		– Sell
-7,104
Closed -$1.32M – 135
2024
Q4 		$1.32M Buy
+7,104
New +$1.36M 0.08% 90

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Community Trust & Investment's IWD Position: Q1 2025 in Review

Community Trust & Investment sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 7,104 shares — an estimated $1.32M sold.

Community Trust & Investment first reported a position in IWD in Q4 2024 and held it in 1 quarter. The position peaked at $1.32M in Q4 2024. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

  • Community Trust & Investment reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Community Trust & Investment sold 7,104 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $1.32M.
  • Community Trust & Investment first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and held it in 1 quarter.
  • Community Trust & Investment's iShares Russell 1000 Value ETF position peaked at $1.32M in Q4 2024.
  • 1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Community Trust & Investment's 13F filing for Q1 2025, filed 17 Apr 2025.