First National Bank & Trust Co of Newtown’s iShares Russell 1000 Value ETF IWD Stock Holding History

First National Bank & Trust Co of Newtown’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	$1.64M	Buy	6,514 +3,542	+119%	+$825K	0.33%	49
2026 Q1	$635K	Buy	+2,972	New	+$651K	0.14%	83

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 National Bank & Trust Co of Newtown's IWD Position: Q2 2026 in Review

First National Bank & Trust Co of Newtown increased its iShares Russell 1000 Value ETF (IWD) stake by 119% in Q2 2026, buying an estimated $825K and bringing the position to 6,514 shares worth $1.64M. The position accounts for 0.33% of the portfolio, ranked #49.

First National Bank & Trust Co of Newtown first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First National Bank & Trust Co of Newtown held 6,514 shares of iShares Russell 1000 Value ETF worth $1.64M as of Q2 2026.
First National Bank & Trust Co of Newtown bought 3,542 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $825K.
iShares Russell 1000 Value ETF made up 0.33% of First National Bank & Trust Co of Newtown's portfolio in Q2 2026, its #49 holding.
First National Bank & Trust Co of Newtown first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First National Bank & Trust Co of Newtown's 13F filing for Q2 2026, filed 6 Aug 2026.