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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Midwest Trust's IWD Position: Q2 2026 in Review

Midwest Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.89% in Q2 2026, selling an estimated $325K and leaving 155,710 shares worth $37.7M. The position accounts for 0.43% of the portfolio, ranked #61.

Midwest Trust first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Midwest Trust held 155,710 shares of iShares Russell 1000 Value ETF worth $37.7M as of Q2 2026.
Midwest Trust sold 1,396 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $325K.
iShares Russell 1000 Value ETF made up 0.43% of Midwest Trust's portfolio in Q2 2026, its #61 holding.
Midwest Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.