First Financial Bank - Trust Division’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Financial Bank - Trust Division’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	$217K	Buy	+896	New	+$209K	0.02%	202
2024 Q2	–	Sell	-1,147	Closed	-$205K	–	214
2024 Q1	$205K	Buy	+1,147	New	+$194K	0.02%	201
2022 Q1	–	Sell	-1,249	Closed	-$210K	–	184
2021 Q4	$210K	Buy	+1,249	New	+$205K	0.02%	178
2020 Q1	–	Sell	-1,708	Closed	-$233K	–	168
2019 Q4	$233K	Hold	1,708	–	–	0.03%	173
2019 Q3	$219K	Hold	1,708	–	–	0.03%	174
2019 Q2	$217K	Hold	1,708	–	–	0.03%	173
2019 Q1	$211K	Sell	1,708 -602	-26%	-$72.3K	0.03%	178
2018 Q4	$257K	Sell	2,310 -59	-2%	-$7.07K	0.04%	163
2018 Q3	$300K	Sell	2,369 -219	-8%	-$27.5K	0.04%	170
2018 Q2	$314K	Buy	+2,588	New	+$315K	0.05%	162

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

BWCS

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Financial Bank - Trust Division's IWD Position: Q2 2026 in Review

First Financial Bank - Trust Division opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 896 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: First Financial Bank - Trust Division previously reported a position in IWD as recently as Q1 2024.

First Financial Bank - Trust Division first reported a position in IWD in Q2 2018 and has held it in 10 quarters since. The position peaked at $314K in Q2 2018. 386 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Financial Bank - Trust Division held 896 shares of iShares Russell 1000 Value ETF worth $217K as of Q2 2026.
iShares Russell 1000 Value ETF was a new First Financial Bank - Trust Division position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of First Financial Bank - Trust Division's portfolio in Q2 2026, its #202 holding.
First Financial Bank - Trust Division first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 10 quarters since.
First Financial Bank - Trust Division's iShares Russell 1000 Value ETF position peaked at $314K in Q2 2018.
386 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Financial Bank - Trust Division's 13F filing for Q2 2026, filed 1 Jul 2026.