Ledyard National Bank’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 | $379K | Sell |
1,562
-20
| -1% | -$4.66K | 0.03% | 192 |
|
|
2026
Q1 | $338K | Hold |
1,582
| – | – | 0.03% | 188 |
|
|
2025
Q4 | $333K | Sell |
1,582
-20
| -1% | -$4.13K | 0.03% | 190 |
|
|
2025
Q3 | $326K | Buy |
1,602
+237
| +17% | +$47.1K | 0.03% | 184 |
|
|
2025
Q2 | $265K | Sell |
1,365
-27
| -2% | -$5K | 0.03% | 189 |
|
|
2025
Q1 | $262K | Sell |
1,392
-99
| -7% | -$18.9K | 0.03% | 187 |
|
|
2024
Q4 | $276K | Buy |
1,491
+99
| +7% | +$19K | 0.03% | 182 |
|
|
2024
Q3 | $264K | Sell |
1,392
-100
| -7% | -$18.2K | 0.02% | 194 |
|
|
2024
Q2 | $260K | Sell |
1,492
-1,267
| -46% | -$222K | 0.03% | 188 |
|
|
2024
Q1 | $494K | Buy |
2,759
+1,146
| +71% | +$194K | 0.05% | 142 |
|
|
2023
Q4 | $267K | Hold |
1,613
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $245K | Buy |
1,613
+316
| +24% | +$50.1K | 0.03% | 182 |
|
|
2023
Q2 | $205K | Sell |
1,297
-540
| -29% | -$82.6K | 0.02% | 202 |
|
|
2023
Q1 | $280K | Buy |
+1,837
| New | +$284K | 0.03% | 176 |
|
|
2019
Q1 | – | Sell |
-1,098
| Closed | -$122K | – | 460 |
|
|
2018
Q4 | $122K | Hold |
1,098
| – | – | 0.02% | 312 |
|
|
2018
Q3 | $139K | Hold |
1,098
| – | – | 0.02% | 321 |
|
|
2018
Q2 | $133K | Hold |
1,098
| – | – | 0.02% | 332 |
|
|
2018
Q1 | $132K | Hold |
1,098
| – | – | 0.02% | 337 |
|
|
2017
Q4 | $137K | Hold |
1,098
| – | – | 0.02% | 345 |
|
|
2017
Q3 | $130K | Hold |
1,098
| – | – | 0.02% | 333 |
|
|
2017
Q2 | $128K | Hold |
1,098
| – | – | 0.02% | 314 |
|
|
2017
Q1 | $126K | Hold |
1,098
| – | – | 0.02% | 309 |
|
|
2016
Q4 | $123K | Hold |
1,098
| – | – | 0.02% | 231 |
|
|
2016
Q3 | $116K | Hold |
1,098
| – | – | 0.02% | 237 |
|
|
2016
Q2 | $113K | Hold |
1,098
| – | – | 0.02% | 233 |
|
|
2016
Q1 | $108K | Hold |
1,098
| – | – | 0.02% | 241 |
|
|
2015
Q4 | $107K | Hold |
1,098
| – | – | 0.02% | 241 |
|
|
2015
Q3 | $102K | Hold |
1,098
| – | – | 0.02% | 231 |
|
|
2015
Q2 | $113K | Hold |
1,098
| – | – | 0.02% | 226 |
|
|
2015
Q1 | $113K | Hold |
1,098
| – | – | 0.02% | 213 |
|
|
2014
Q4 | $115K | Hold |
1,098
| – | – | 0.02% | 204 |
|
|
2014
Q3 | $110K | Hold |
1,098
| – | – | 0.02% | 202 |
|
|
2014
Q2 | $111K | Hold |
1,098
| – | – | 0.02% | 203 |
|
|
2014
Q1 | $106K | Hold |
1,098
| – | – | 0.02% | 196 |
|
|
2013
Q4 | $103K | Buy |
+1,098
| New | +$99.6K | 0.02% | 194 |
|
Other funds holding IWD
Ledyard National Bank's IWD Position: Q2 2026 in Review
Ledyard National Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q2 2026, selling an estimated $4.66K and leaving 1,562 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #192.
Ledyard National Bank first reported a position in IWD in Q4 2013 and has held it in 35 quarters since. The position peaked at $494K in Q1 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Ledyard National Bank held 1,562 shares of iShares Russell 1000 Value ETF worth $379K as of Q2 2026.
- Ledyard National Bank sold 20 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.66K.
- iShares Russell 1000 Value ETF made up 0.03% of Ledyard National Bank's portfolio in Q2 2026, its #192 holding.
- Ledyard National Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 35 quarters since.
- Ledyard National Bank's iShares Russell 1000 Value ETF position peaked at $494K in Q1 2024.
- 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.