Indiana Trust & Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Indiana Trust & Investment Management’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	$2.11M	Buy	8,704 +145	+2%	+$33.8K	0.58%	36
2026 Q1	$1.83M	Hold	8,559	–	–	0.56%	33
2025 Q4	$1.8M	Sell	8,559 -14	-0.2%	-$2.89K	0.53%	35
2025 Q3	$1.75M	Hold	8,573	–	–	0.53%	37
2025 Q2	$1.67M	Sell	8,573 -104	-1%	-$19.3K	0.55%	35
2025 Q1	$1.63M	Sell	8,677 -165	-2%	-$31.4K	0.59%	37
2024 Q4	$1.64M	Sell	8,842 -158	-2%	-$30.3K	0.56%	38
2024 Q3	$1.71M	Buy	9,000 +1,371	+18%	+$250K	0.58%	37
2024 Q2	$1.33M	Hold	7,629	–	–	0.49%	45
2024 Q1	$1.37M	Hold	7,629	–	–	0.55%	43
2023 Q4	$1.26M	Hold	7,629	–	–	0.57%	43
2023 Q3	$1.16M	Buy	+7,629	New	+$1.21M	0.59%	44

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Indiana Trust & Investment Management's IWD Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q2 2026, buying an estimated $33.8K and bringing the position to 8,704 shares worth $2.11M. The position accounts for 0.58% of the portfolio, ranked #36.

Indiana Trust & Investment Management first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 930 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Indiana Trust & Investment Management held 8,704 shares of iShares Russell 1000 Value ETF worth $2.11M as of Q2 2026.
Indiana Trust & Investment Management bought 145 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $33.8K.
iShares Russell 1000 Value ETF made up 0.58% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #36 holding.
Indiana Trust & Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
930 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.