CoreFirst Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

CoreFirst Bank & Trust’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	$151K	Sell	709 -145	-17%	-$31.8K	0.08%	132
2025 Q4	$180K	Buy	854 +42	+5%	+$8.68K	0.1%	124
2025 Q3	$165K	Sell	812 -65	-7%	-$12.9K	0.09%	125
2025 Q2	$170K	Buy	+877	New	+$162K	0.1%	122
2025 Q1	–	Sell	-877	Closed	-$162K	–	221
2024 Q4	$162K	Buy	877 +506	+136%	+$97.1K	0.1%	123
2024 Q3	$70.4K	Buy	+371	New	+$67.6K	0.04%	192
2024 Q2	–	Sell	-371	Closed	-$66.5K	–	234
2024 Q1	$66.5K	Hold	371	–	–	0.04%	195
2023 Q4	$61.3K	Hold	371	–	–	0.04%	207
2023 Q3	$56.3K	Hold	371	–	–	0.04%	217
2023 Q2	$58.6K	Sell	371 -69	-16%	-$10.5K	0.04%	211
2023 Q1	$67K	Sell	440 -1,800	-80%	-$278K	0.05%	200
2022 Q4	$340K	Buy	2,240 +1,800	+409%	+$269K	0.26%	95
2022 Q3	$60K	Hold	440	–	–	0.05%	202
2022 Q2	$64K	Hold	440	–	–	0.05%	191
2022 Q1	$73K	Sell	440 -29	-6%	-$4.76K	0.05%	202
2021 Q4	$79K	Hold	469	–	–	0.05%	208
2021 Q3	$73K	Sell	469 -100	-18%	-$16K	0.05%	210
2021 Q2	$90K	Buy	569 +150	+36%	+$23.7K	0.06%	194
2021 Q1	$63K	Hold	419	–	–	0.04%	220
2020 Q4	$57K	Buy	+419	New	+$53.7K	0.04%	212

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

CoreFirst Bank & Trust's IWD Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q1 2026, selling an estimated $31.8K and leaving 709 shares worth $151K. The position accounts for 0.08% of the portfolio, ranked #132.

CoreFirst Bank & Trust first reported a position in IWD in Q4 2020 and has held it in 20 quarters since. The position peaked at $340K in Q4 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

CoreFirst Bank & Trust held 709 shares of iShares Russell 1000 Value ETF worth $151K as of Q1 2026.
CoreFirst Bank & Trust sold 145 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $31.8K.
iShares Russell 1000 Value ETF made up 0.08% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #132 holding.
CoreFirst Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 20 quarters since.
CoreFirst Bank & Trust's iShares Russell 1000 Value ETF position peaked at $340K in Q4 2022.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.