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Heartland Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Heartland Bank & 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 		$769K Buy
3,171
+1,517
+92% +$353K 0.16% 102
2026
Q1 		$353K Buy
+1,654
New +$362K 0.08% 150

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Heartland Bank & Trust's IWD Position: Q2 2026 in Review

Heartland Bank & Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 92% in Q2 2026, buying an estimated $353K and bringing the position to 3,171 shares worth $769K. The position accounts for 0.16% of the portfolio, ranked #102.

Heartland Bank & Trust 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.

  • Heartland Bank & Trust held 3,171 shares of iShares Russell 1000 Value ETF worth $769K as of Q2 2026.
  • Heartland Bank & Trust bought 1,517 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $353K.
  • iShares Russell 1000 Value ETF made up 0.16% of Heartland Bank & Trust's portfolio in Q2 2026, its #102 holding.
  • Heartland Bank & Trust 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 Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.