First Nebraska Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Nebraska Trust’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	$504K	Hold	2,077	–	–	0.04%	151
2026 Q1	$444K	Hold	2,077	–	–	0.04%	149
2025 Q4	$437K	Hold	2,077	–	–	0.04%	145
2025 Q3	$423K	Hold	2,077	–	–	0.04%	139
2025 Q2	$403K	Sell	2,077 -35	-2%	-$6.48K	0.04%	139
2025 Q1	$397K	Hold	2,112	–	–	0.04%	137
2024 Q4	$391K	Buy	2,112 +35	+2%	+$6.71K	0.04%	143
2024 Q3	$394K	Hold	2,077	–	–	0.04%	143
2024 Q2	$362K	Hold	2,077	–	–	0.04%	144
2024 Q1	$372K	Hold	2,077	–	–	0.04%	138
2023 Q4	$343K	Buy	2,077 +303	+17%	+$46.8K	0.04%	137
2023 Q3	$269K	Hold	1,774	–	–	0.03%	145
2023 Q2	$280K	Hold	1,774	–	–	0.03%	141
2023 Q1	$270K	Hold	1,774	–	–	0.03%	144
2022 Q4	$269K	Hold	1,774	–	–	0.04%	142
2022 Q3	$241K	Hold	1,774	–	–	0.03%	142
2022 Q2	$257K	Hold	1,774	–	–	0.03%	138
2022 Q1	$294K	Hold	1,774	–	–	0.03%	141
2021 Q4	$298K	Hold	1,774	–	–	0.04%	141
2021 Q3	$278K	Hold	1,774	–	–	0.04%	146
2021 Q2	$281K	Hold	1,774	–	–	0.04%	147
2021 Q1	$269K	Sell	1,774 -345	-16%	-$49.9K	0.04%	149
2020 Q4	$290K	Hold	2,119	–	–	0.04%	131
2020 Q3	$250K	Hold	2,119	–	–	0.04%	131
2020 Q2	$239K	Buy	+2,119	New	+$233K	0.04%	129
2020 Q1	–	Sell	-1,659	Closed	-$226K	–	147
2019 Q4	$226K	Hold	1,659	–	–	0.04%	141
2019 Q3	$213K	Buy	+1,659	New	+$211K	0.04%	139

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 Nebraska Trust's IWD Position: Q2 2026 in Review

First Nebraska Trust held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,077 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #151.

First Nebraska Trust first reported a position in IWD in Q3 2019 and has held it in 27 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Nebraska Trust held 2,077 shares of iShares Russell 1000 Value ETF worth $504K as of Q2 2026.
First Nebraska Trust left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of First Nebraska Trust's portfolio in Q2 2026, its #151 holding.
First Nebraska Trust first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 27 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.