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Fulton Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fulton Bank’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 		$26.4M Sell
109,030
-47
-0% -$10.9K 0.81% 33
2026
Q1 		$23.3M Buy
109,077
+2,542
+2% +$557K 0.82% 34
2025
Q4 		$22.4M Buy
106,535
+1,256
+1% +$259K 0.77% 33
2025
Q3 		$21.4M Sell
105,279
-3,289
-3% -$654K 0.75% 34
2025
Q2 		$21.1M Buy
108,568
+1,131
+1% +$209K 0.78% 34
2025
Q1 		$20.2M Sell
107,437
-1,734
-2% -$330K 0.82% 30
2024
Q4 		$20.2M Sell
109,171
-4,768
-4% -$915K 0.78% 32
2024
Q3 		$21.6M Sell
113,939
-4,897
-4% -$892K 0.83% 28
2024
Q2 		$20.7M Sell
118,836
-8,195
-6% -$1.43M 0.84% 29
2024
Q1 		$22.8M Sell
127,031
-513
-0.4% -$86.8K 0.93% 27
2023
Q4 		$21.1M Sell
127,544
-1,267
-1% -$196K 0.95% 26
2023
Q3 		$19.6M Sell
128,811
-1,710
-1% -$271K 0.97% 25
2023
Q2 		$20.6M Sell
130,521
-5,256
-4% -$804K 1.01% 25
2023
Q1 		$20.7M Buy
135,777
+8,837
+7% +$1.36M 1.08% 25
2022
Q4 		$19.3M Buy
126,940
+10,898
+9% +$1.63M 1.08% 23
2022
Q3 		$15.8M Buy
116,042
+3,881
+3% +$583K 0.94% 29
2022
Q2 		$16.3M Buy
112,161
+236
+0.2% +$36.9K 0.91% 29
2022
Q1 		$18.6M Buy
111,925
+2,941
+3% +$483K 0.87% 30
2021
Q4 		$18.3M Sell
108,984
-3,351
-3% -$549K 0.8% 32
2021
Q3 		$17.6M Buy
112,335
+1,323
+1% +$212K 0.82% 33
2021
Q2 		$17.6M Sell
111,012
-56
-0.1% -$8.87K 0.82% 32
2021
Q1 		$16.8M Sell
111,068
-1,560
-1% -$226K 0.85% 30
2020
Q4 		$15.4M Sell
112,628
-2,549
-2% -$327K 0.83% 32
2020
Q3 		$13.6M Sell
115,177
-936
-0.8% -$111K 0.84% 31
2020
Q2 		$13.1M Sell
116,113
-13,988
-11% -$1.54M 0.86% 32
2020
Q1 		$12.9M Buy
130,101
+19,478
+18% +$2.43M 1.03% 27
2019
Q4 		$15.1M Buy
110,623
+284
+0.3% +$37.4K 0.94% 29
2019
Q3 		$14.2M Sell
110,339
-847
-0.8% -$108K 0.96% 29
2019
Q2 		$14.1M Sell
111,186
-2,831
-2% -$354K 0.96% 30
2019
Q1 		$14.1M Sell
114,017
-7,148
-6% -$859K 0.99% 28
2018
Q4 		$13.5M Buy
121,165
+5,825
+5% +$698K 1.07% 25
2018
Q3 		$14.6M Sell
115,340
-3,682
-3% -$462K 0.96% 26
2018
Q2 		$14.4M Sell
119,022
-14,800
-11% -$1.8M 1% 26
2018
Q1 		$16.1M Sell
133,822
-18,557
-12% -$2.31M 1.12% 23
2017
Q4 		$18.9M Sell
152,379
-5,380
-3% -$652K 1.34% 18
2017
Q3 		$18.7M Sell
157,759
-13,718
-8% -$1.6M 1.39% 18
2017
Q2 		$20M Sell
171,477
-395
-0.2% -$45.5K 1.55% 18
2017
Q1 		$19.8M Buy
171,872
+22,855
+15% +$2.62M 1.62% 14
2016
Q4 		$16.7M Buy
149,017
+32,234
+28% +$3.48M 1.48% 14
2016
Q3 		$12.3M Buy
116,783
+3,584
+3% +$378K 1.15% 18
2016
Q2 		$11.7M Buy
113,199
+3,016
+3% +$305K 1.14% 17
2016
Q1 		$10.9M Sell
110,183
-9,311
-8% -$872K 1.11% 16
2015
Q4 		$11.7M Sell
119,494
-17,789
-13% -$1.77M 1.21% 17
2015
Q3 		$12.8M Sell
137,283
-6,658
-5% -$661K 1.45% 15
2015
Q2 		$14.8M Sell
143,941
-10,751
-7% -$1.13M 1.54% 14
2015
Q1 		$15.9M Sell
154,692
-6,060
-4% -$628K 1.68% 13
2014
Q4 		$16.8M Buy
160,752
+20,292
+14% +$2.07M 1.86% 12
2014
Q3 		$14.1M Sell
140,460
-871
-0.6% -$88.2K 1.6% 12
2014
Q2 		$14.3M Sell
141,331
-27,396
-16% -$2.69M 1.59% 12
2014
Q1 		$16.3M Buy
168,727
+1,065
+0.6% +$99.8K 1.87% 11
2013
Q4 		$15.8M Sell
167,662
-27,194
-14% -$2.47M 1.85% 11
2013
Q3 		$16.8M Buy
194,856
+23,852
+14% +$2.07M 1.97% 11
2013
Q2 		$14.3M Buy
+171,004
New +$14.2M 1.79% 11

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Fulton Bank's IWD Position: Q2 2026 in Review

Fulton Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, selling an estimated $10.9K and leaving 109,030 shares worth $26.4M. The position accounts for 0.81% of the portfolio, ranked #33.

Fulton Bank first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 421 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Fulton Bank held 109,030 shares of iShares Russell 1000 Value ETF worth $26.4M as of Q2 2026.
  • Fulton Bank sold 47 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Russell 1000 Value ETF made up 0.81% of Fulton Bank's portfolio in Q2 2026, its #33 holding.
  • Fulton Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 421 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.