First National Bank of Omaha’s iShares Russell 1000 Value ETF IWD Stock Holding History

First National Bank of Omaha’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 Q1	$12M	Sell	57,533 -2,481	-4%	-$543K	0.37%	67
2025 Q4	$12.7M	Buy	+60,014	New	+$12.4M	0.38%	61
2024 Q1	–	Sell	-1,925	Closed	-$318K	–	329
2023 Q4	$318K	Buy	+1,925	New	+$297K	0.02%	291
2019 Q1	–	Sell	-78,369	Closed	-$8.7M	–	320
2018 Q4	$8.7M	Sell	78,369 -825	-1%	-$98.9K	0.66%	42
2018 Q3	$10M	Buy	79,194 +150	+0.2%	+$18.8K	0.56%	45
2018 Q2	$9.59M	Sell	79,044 -1,059	-1%	-$129K	0.56%	43
2018 Q1	$9.61M	Sell	80,103 -475	-0.6%	-$59.2K	0.57%	45
2017 Q4	$10M	Sell	80,578 -1,895	-2%	-$230K	0.58%	43
2017 Q3	$9.77M	Buy	82,473 +3,970	+5%	+$463K	0.6%	43
2017 Q2	$9.14M	Buy	78,503 +125	+0.2%	+$14.4K	0.57%	43
2017 Q1	$9.01M	Sell	78,378 -175	-0.2%	-$20.1K	0.55%	50
2016 Q4	$8.8M	Sell	78,553 -35	-0%	-$3.78K	0.55%	48
2016 Q3	$8.3M	Buy	78,588 +1,720	+2%	+$181K	0.61%	50
2016 Q2	$7.93M	Sell	76,868 -1,738	-2%	-$175K	0.59%	58
2016 Q1	$7.77M	Sell	78,606 -835	-1%	-$78.2K	0.58%	55
2015 Q4	$7.78K	Sell	79,441 -1,409	-2%	-$140K	0.55%	58
2015 Q3	$7.54K	Buy	80,850 +208	+0.3%	+$20.6K	0.56%	53
2015 Q2	$8.39K	Hold	80,642	–	–	0.58%	54
2015 Q1	$8.39K	Buy	80,642 +2,883	+4%	+$299K	0.58%	54
2014 Q4	$8.12M	Buy	77,759 +661	+0.9%	+$67.4K	0.57%	53
2014 Q3	$7.72M	Buy	77,098 +3,427	+5%	+$347K	0.56%	53
2014 Q2	$7.46M	Sell	73,671 -12	-0%	-$1.18K	0.53%	58
2014 Q1	$7.11M	Buy	73,683 +3,073	+4%	+$288K	0.52%	59
2013 Q4	$6.65M	Sell	70,610 -3,628	-5%	-$329K	0.51%	69
2013 Q3	$6.4M	Sell	74,238 -6,295	-8%	-$546K	0.56%	56
2013 Q2	$6.75K	Buy	+80,533	New	+$6.71M	0.57%	45

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First National Bank of Omaha's IWD Position: Q1 2026 in Review

First National Bank of Omaha reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.1% in Q1 2026, selling an estimated $543K and leaving 57,533 shares worth $12M. The position accounts for 0.37% of the portfolio, ranked #67.

First National Bank of Omaha first reported a position in IWD in Q2 2013 and has held it in 26 quarters since. The position peaked at $12.7M in Q4 2025. 1,902 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

First National Bank of Omaha held 57,533 shares of iShares Russell 1000 Value ETF worth $12M as of Q1 2026.
First National Bank of Omaha sold 2,481 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $543K.
iShares Russell 1000 Value ETF made up 0.37% of First National Bank of Omaha's portfolio in Q1 2026, its #67 holding.
First National Bank of Omaha first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 26 quarters since.
First National Bank of Omaha's iShares Russell 1000 Value ETF position peaked at $12.7M in Q4 2025.
1,902 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.