Independence Bank of Kentucky’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $975K | Hold |
4,021
| – | – | 0.11% | 155 |
|
|
2026
Q1 | $859K | Buy |
4,021
+486
| +14% | +$106K | 0.11% | 160 |
|
|
2025
Q4 | $744K | Sell |
3,535
-15
| -0.4% | -$3.1K | 0.09% | 173 |
|
|
2025
Q3 | $723K | Hold |
3,550
| – | – | 0.09% | 176 |
|
|
2025
Q2 | $690K | Hold |
3,550
| – | – | 0.1% | 171 |
|
|
2025
Q1 | $668K | Hold |
3,550
| – | – | 0.1% | 169 |
|
|
2024
Q4 | $657K | Hold |
3,550
| – | – | 0.1% | 170 |
|
|
2024
Q3 | $674K | Sell |
3,550
-46
| -1% | -$8.38K | 0.14% | 145 |
|
|
2024
Q2 | $627K | Buy |
3,596
+269
| +8% | +$47K | 0.17% | 133 |
|
|
2024
Q1 | $596K | Hold |
3,327
| – | – | 0.18% | 131 |
|
|
2023
Q4 | $550K | Sell |
3,327
-624
| -16% | -$96.4K | 0.19% | 123 |
|
|
2023
Q3 | $600K | Sell |
3,951
-40
| -1% | -$6.34K | 0.25% | 93 |
|
|
2023
Q2 | $630K | Buy |
3,991
+51
| +1% | +$7.8K | 0.26% | 93 |
|
|
2023
Q1 | $600K | Buy |
3,940
+30
| +0.8% | +$4.63K | 0.26% | 96 |
|
|
2022
Q4 | $593K | Hold |
3,910
| – | – | 0.27% | 98 |
|
|
2022
Q3 | $532K | Hold |
3,910
| – | – | 0.26% | 97 |
|
|
2022
Q2 | $567K | Buy |
3,910
+31
| +0.8% | +$4.85K | 0.25% | 98 |
|
|
2022
Q1 | $644K | Buy |
3,879
+1,547
| +66% | +$254K | 0.25% | 99 |
|
|
2021
Q4 | $392K | Hold |
2,332
| – | – | 0.16% | 117 |
|
|
2021
Q3 | $365K | Hold |
2,332
| – | – | 0.16% | 120 |
|
|
2021
Q2 | $370K | Buy |
2,332
+930
| +66% | +$147K | 0.16% | 120 |
|
|
2021
Q1 | $212K | Buy |
1,402
+200
| +17% | +$28.9K | 0.1% | 143 |
|
|
2020
Q4 | $164K | Hold |
1,202
| – | – | 0.09% | 150 |
|
|
2020
Q3 | $142K | Buy |
1,202
+40
| +3% | +$4.74K | 0.08% | 146 |
|
|
2020
Q2 | $131K | Buy |
1,162
+40
| +4% | +$4.4K | 0.08% | 137 |
|
|
2020
Q1 | $111K | Hold |
1,122
| – | – | 0.09% | 138 |
|
|
2019
Q4 | $153K | Hold |
1,122
| – | – | 0.1% | 133 |
|
|
2019
Q3 | $144K | Hold |
1,122
| – | – | 0.1% | 134 |
|
|
2019
Q2 | $143K | Hold |
1,122
| – | – | 0.11% | 126 |
|
|
2019
Q1 | $139K | Hold |
1,122
| – | – | 0.11% | 124 |
|
|
2018
Q4 | $125K | Buy |
1,122
+583
| +108% | +$69.9K | 0.11% | 119 |
|
|
2018
Q3 | $68K | Buy |
539
+422
| +361% | +$53K | 0.05% | 157 |
|
|
2018
Q2 | $14K | Sell |
117
-43
| -27% | -$5.23K | 0.01% | 245 |
|
|
2018
Q1 | $19K | Buy |
160
+6
| +4% | +$748 | 0.02% | 226 |
|
|
2017
Q4 | $19K | Buy |
+154
| New | +$18.7K | 0.02% | 222 |
|
Other funds holding IWD
GI
SP
7WCP
Independence Bank of Kentucky's IWD Position: Q2 2026 in Review
Independence Bank of Kentucky held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,021 shares worth $975K. The position accounts for 0.11% of the portfolio, ranked #155.
Independence Bank of Kentucky first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. 1,573 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Independence Bank of Kentucky held 4,021 shares of iShares Russell 1000 Value ETF worth $975K as of Q2 2026.
- Independence Bank of Kentucky left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.11% of Independence Bank of Kentucky's portfolio in Q2 2026, its #155 holding.
- Independence Bank of Kentucky first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,573 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.