CBT
IWD icon

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

Crews 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
Q2 		$305K Sell
1,259
-10
-0.8% -$2.33K 0.04% 190
2026
Q1 		$271K Hold
1,269
– – 0.04% 194
2025
Q4 		$267K Hold
1,269
– – 0.04% 190
2025
Q3 		$258K Hold
1,269
– – 0.04% 202
2025
Q2 		$246K Hold
1,269
– – 0.04% 203
2025
Q1 		$239K Sell
1,269
-10
-0.8% -$1.9K 0.04% 202
2024
Q4 		$237K Buy
+1,279
New +$245K 0.04% 197

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Crews Bank & Trust's IWD Position: Q2 2026 in Review

Crews Bank & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.79% in Q2 2026, selling an estimated $2.33K and leaving 1,259 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #190.

Crews Bank & Trust first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Crews Bank & Trust held 1,259 shares of iShares Russell 1000 Value ETF worth $305K as of Q2 2026.
  • Crews Bank & Trust sold 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Russell 1000 Value ETF made up 0.04% of Crews Bank & Trust's portfolio in Q2 2026, its #190 holding.
  • Crews Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.