Midwest Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Midwest Trust’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 Q3	$39M	Buy	157,146 +1,436	+0.9%	+$363K	0.43%	55
2026 Q2	$37.7M	Sell	155,710 -1,396	-0.9%	-$325K	0.43%	61
2026 Q1	$33.6M	Buy	157,106 +10,290	+7%	+$2.25M	0.42%	60
2025 Q4	$30.9M	Buy	146,816 +11,063	+8%	+$2.29M	0.39%	64
2025 Q3	$27.6M	Buy	135,753 +4,892	+4%	+$973K	0.36%	65
2025 Q2	$25.4M	Buy	+130,861	New	+$24.2M	0.35%	68

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Midwest Trust's IWD Position: Q3 2026 in Review

Midwest Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 0.92% in Q3 2026, buying an estimated $363K and bringing the position to 157,146 shares worth $39M. The position accounts for 0.43% of the portfolio, ranked #55.

Midwest Trust first reported a position in IWD in Q2 2025 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Midwest Trust held 157,146 shares of iShares Russell 1000 Value ETF worth $39M as of Q3 2026.
Midwest Trust bought 1,436 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $363K.
iShares Russell 1000 Value ETF made up 0.43% of Midwest Trust's portfolio in Q3 2026, its #55 holding.
Midwest Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 6 quarters since.
606 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.