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

MidFirst 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 		$7.19M Sell
29,677
-1,801
-6% -$420K 0.51% 53
2026
Q1 		$6.73M Sell
31,478
-846
-3% -$185K 0.56% 50
2025
Q4 		$6.8M Buy
+32,324
New +$6.68M 0.54% 51

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

MidFirst Bank's IWD Position: Q2 2026 in Review

MidFirst Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q2 2026, selling an estimated $420K and leaving 29,677 shares worth $7.19M. The position accounts for 0.51% of the portfolio, ranked #53.

MidFirst Bank first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,738 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • MidFirst Bank held 29,677 shares of iShares Russell 1000 Value ETF worth $7.19M as of Q2 2026.
  • MidFirst Bank sold 1,801 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $420K.
  • iShares Russell 1000 Value ETF made up 0.51% of MidFirst Bank's portfolio in Q2 2026, its #53 holding.
  • MidFirst Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.