First Horizon Corporation’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Horizon Corporation’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	$29.6M	Sell	122,215 -2,132	-2%	-$497K	1.14%	19
2026 Q1	$26.6M	Buy	124,347 +202	+0.2%	+$44.2K	1.11%	21
2025 Q4	$26.1M	Sell	124,145 -968	-0.8%	-$200K	1.17%	17
2025 Q3	$25.5M	Buy	+125,113	New	+$24.9M	1.2%	17
2021 Q2	$31.1M	Buy	196,183 +18,223	+10%	+$2.88M	2.79%	1
2021 Q1	$27M	Buy	177,960 +30,774	+21%	+$4.45M	2.57%	3
2020 Q4	$20.1M	Buy	147,186 +6,024	+4%	+$773K	1.98%	8
2020 Q3	$16.7M	Buy	+141,162	New	+$16.7M	1.78%	10
2013 Q2	$776K	Buy	+9,265	New	+$772K	0.21%	116

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 Horizon Corporation's IWD Position: Q2 2026 in Review

First Horizon Corporation reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q2 2026, selling an estimated $497K and leaving 122,215 shares worth $29.6M. The position accounts for 1.14% of the portfolio, ranked #19.

First Horizon Corporation first reported a position in IWD in Q2 2013 and has held it in 9 quarters since. The position peaked at $31.1M in Q2 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Horizon Corporation held 122,215 shares of iShares Russell 1000 Value ETF worth $29.6M as of Q2 2026.
First Horizon Corporation sold 2,132 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $497K.
iShares Russell 1000 Value ETF made up 1.14% of First Horizon Corporation's portfolio in Q2 2026, its #19 holding.
First Horizon Corporation first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 9 quarters since.
First Horizon Corporation's iShares Russell 1000 Value ETF position peaked at $31.1M in Q2 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.