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

FineMark National 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
2025
Q4 		$424K Buy
2,016
+102
+5% +$21.1K 0.01% 336
2025
Q3 		$390K Sell
1,914
-317
-14% -$63.1K 0.01% 345
2025
Q2 		$433K Sell
2,231
-38
-2% -$7.04K 0.01% 320
2025
Q1 		$427K Sell
2,269
-157
-6% -$29.9K 0.02% 309
2024
Q4 		$449K Buy
2,426
+38
+2% +$7.29K 0.02% 294
2024
Q3 		$453K Sell
2,388
-7
-0.3% -$1.27K 0.02% 297
2024
Q2 		$418K Buy
2,395
+364
+18% +$63.6K 0.02% 299
2024
Q1 		$364K Sell
2,031
-93
-4% -$15.7K 0.01% 324
2023
Q4 		$351K Hold
2,124
– – 0.01% 317
2023
Q3 		$322K Buy
2,124
+437
+26% +$69.3K 0.01% 319
2023
Q2 		$266K Sell
1,687
-197
-10% -$30.1K 0.01% 360
2023
Q1 		$287K Buy
+1,884
New +$291K 0.01% 345
2022
Q4 		– Sell
-1,510
Closed -$205K – 415
2022
Q3 		$205K Sell
1,510
-536
-26% -$80.5K 0.01% 367
2022
Q2 		$297K Sell
2,046
-70
-3% -$10.9K 0.01% 342
2022
Q1 		$351K Sell
2,116
-226
-10% -$37.1K 0.01% 336
2021
Q4 		$393K Sell
2,342
-513
-18% -$84K 0.01% 337
2021
Q3 		$447K Hold
2,855
– – 0.02% 297
2021
Q2 		$453K Sell
2,855
-109
-4% -$17.3K 0.02% 303
2021
Q1 		$449K Buy
2,964
+89
+3% +$12.9K 0.02% 294
2020
Q4 		$393K Sell
2,875
-150
-5% -$19.2K 0.02% 296
2020
Q3 		$357K Buy
3,025
+114
+4% +$13.5K 0.02% 283
2020
Q2 		$328K Sell
2,911
-100
-3% -$11K 0.02% 279
2020
Q1 		$299K Sell
3,011
-65
-2% -$8.1K 0.02% 272
2019
Q4 		$420K Sell
3,076
-40
-1% -$5.27K 0.02% 266
2019
Q3 		$400K Sell
3,116
-3,846
-55% -$489K 0.02% 271
2019
Q2 		$886K Buy
6,962
+169
+2% +$21.2K 0.05% 186
2019
Q1 		$839K Sell
6,793
-1,041
-13% -$125K 0.05% 181
2018
Q4 		$870K Hold
7,834
– – 0.06% 169
2018
Q3 		$992K Buy
7,834
+157
+2% +$19.7K 0.06% 161
2018
Q2 		$932K Sell
7,677
-590
-7% -$71.7K 0.06% 183
2018
Q1 		$992K Buy
8,267
+554
+7% +$69.1K 0.06% 165
2017
Q4 		$959K Buy
7,713
+4,306
+126% +$522K 0.06% 163
2017
Q3 		$404K Sell
3,407
-383
-10% -$44.6K 0.03% 260
2017
Q2 		$441K Buy
3,790
+432
+13% +$49.7K 0.03% 241
2017
Q1 		$386K Sell
3,358
-1,111
-25% -$127K 0.03% 257
2016
Q4 		$501K Hold
4,469
– – 0.04% 216
2016
Q3 		$472K Buy
4,469
+1
+0% +$105 0.05% 219
2016
Q2 		$461K Sell
4,468
-1,515
-25% -$153K 0.05% 219
2016
Q1 		$591K Buy
5,983
+1,727
+41% +$162K 0.07% 185
2015
Q4 		$416K Buy
4,256
+1
+0% +$99 0.05% 222
2015
Q3 		$397K Buy
4,255
+1
+0% +$99 0.05% 230
2015
Q2 		$439K Sell
4,254
-483
-10% -$50.7K 0.06% 232
2015
Q1 		$488K Buy
4,737
+909
+24% +$94.2K 0.07% 221
2014
Q4 		$400K Buy
3,828
+157
+4% +$16K 0.06% 241
2014
Q3 		$367K Buy
3,671
+1
+0% +$101 0.06% 240
2014
Q2 		$372K Sell
3,670
-57
-2% -$5.59K 0.06% 233
2014
Q1 		$360K Sell
3,727
-58
-2% -$5.43K 0.07% 230
2013
Q4 		$356K Buy
3,785
+2
+0.1% +$181 0.07% 226
2013
Q3 		$326K Hold
3,783
– – 0.08% 216
2013
Q2 		$317K Buy
+3,783
New +$315K 0.1% 196

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

FineMark National Bank & Trust's IWD Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 5.3% in Q4 2025, buying an estimated $21.1K and bringing the position to 2,016 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #336.

FineMark National Bank & Trust first reported a position in IWD in Q2 2013 and has held it in 50 quarters since. The position peaked at $992K in Q3 2018. 1,910 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • FineMark National Bank & Trust held 2,016 shares of iShares Russell 1000 Value ETF worth $424K as of Q4 2025.
  • FineMark National Bank & Trust bought 102 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $21.1K.
  • iShares Russell 1000 Value ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #336 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 50 quarters since.
  • FineMark National Bank & Trust's iShares Russell 1000 Value ETF position peaked at $992K in Q3 2018.
  • 1,910 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.