OPTFSNA
IWD icon

Old Point Trust & Financial Services N A’s iShares Russell 1000 Value ETF IWD Stock Holding History

Old Point Trust & Financial Services N A’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 		– Sell
-317
Closed -$67.7K – 334
2026
Q1 		$67.7K Hold
317
– – 0.02% 164
2025
Q4 		$66.7K Buy
+317
New +$65.5K 0.02% 171

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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

Old Point Trust & Financial Services N A's IWD Position: Q2 2026 in Review

Old Point Trust & Financial Services N A sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 317 shares — an estimated $67.7K sold.

Old Point Trust & Financial Services N A first reported a position in IWD in Q4 2025 and held it in 2 quarters. The position peaked at $67.7K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Old Point Trust & Financial Services N A reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 317 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $67.7K.
  • Old Point Trust & Financial Services N A first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and held it in 2 quarters.
  • Old Point Trust & Financial Services N A's iShares Russell 1000 Value ETF position peaked at $67.7K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.