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

Ledyard National 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	$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

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

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. 1,000 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.
1,000 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.