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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 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. 506 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.
506 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.