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

First County 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 Q2	$854K	Sell	3,521 -85	-2%	-$19.8K	0.4%	70
2026 Q1	$770K	Sell	3,606 -171	-5%	-$37.4K	0.41%	69
2025 Q4	$794K	Hold	3,777	–	–	0.42%	69
2025 Q3	$769K	Hold	3,777	–	–	0.39%	76
2025 Q2	$734K	Buy	3,777 +20	+0.5%	+$3.7K	0.39%	77
2025 Q1	$707K	Buy	3,757 +2,020	+116%	+$385K	0.39%	83
2024 Q4	$322K	Buy	+1,737	New	+$333K	0.18%	113

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

First County Bank's IWD Position: Q2 2026 in Review

First County Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q2 2026, selling an estimated $19.8K and leaving 3,521 shares worth $854K. The position accounts for 0.4% of the portfolio, ranked #70.

First County Bank first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First County Bank held 3,521 shares of iShares Russell 1000 Value ETF worth $854K as of Q2 2026.
First County Bank sold 85 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.8K.
iShares Russell 1000 Value ETF made up 0.4% of First County Bank's portfolio in Q2 2026, its #70 holding.
First County Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.