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 Q3	$873K	Hold	3,521	–	–	0.4%	69
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 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First County Bank's IWD Position: Q3 2026 in Review

First County Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 3,521 shares worth $873K. The position accounts for 0.4% of the portfolio, ranked #69.

First County Bank first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

First County Bank held 3,521 shares of iShares Russell 1000 Value ETF worth $873K as of Q3 2026.
First County Bank left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.4% of First County Bank's portfolio in Q3 2026, its #69 holding.
First County Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
663 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.