Old Second National Bank of Aurora’s iShares Russell 1000 Value ETF IWD Stock Holding History

Old Second National Bank of Aurora’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	$15.3K	Sell	63 -37	-37%	-$8.62K	﹤0.01%	242
2026 Q1	$21.4K	Hold	100	–	–	﹤0.01%	222
2025 Q4	$21K	Sell	100 -154	-61%	-$31.8K	﹤0.01%	228
2025 Q3	$51.7K	Sell	254 -30	-11%	-$5.97K	0.01%	188
2025 Q2	$55.2K	Hold	284	–	–	0.01%	188
2025 Q1	$53.4K	Hold	284	–	–	0.01%	196
2024 Q4	$52.6K	Hold	284	–	–	0.01%	202
2024 Q3	$53.9K	Hold	284	–	–	0.01%	204
2024 Q2	$49.5K	Hold	284	–	–	0.01%	205
2024 Q1	$50.9K	Hold	284	–	–	0.01%	198
2023 Q4	$46.9K	Hold	284	–	–	0.01%	206
2023 Q3	$43.1K	Buy	+284	New	+$45K	0.01%	206
2017 Q1	–	Sell	-200	Closed	-$22K	–	332
2016 Q4	$22K	Hold	200	–	–	0.01%	246
2016 Q3	$21K	Hold	200	–	–	0.01%	236
2016 Q2	$21K	Hold	200	–	–	0.01%	225
2016 Q1	$20K	Hold	200	–	–	0.01%	227
2015 Q4	$20K	Hold	200	–	–	0.01%	221
2015 Q3	$19K	Hold	200	–	–	0.01%	222
2015 Q2	$21K	Hold	200	–	–	0.01%	225
2015 Q1	$21K	Hold	200	–	–	0.01%	224
2014 Q4	$21K	Buy	+200	New	+$20.4K	0.01%	214

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

Old Second National Bank of Aurora's IWD Position: Q2 2026 in Review

Old Second National Bank of Aurora reduced its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q2 2026, selling an estimated $8.62K and leaving 63 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Old Second National Bank of Aurora first reported a position in IWD in Q4 2014 and has held it in 21 quarters since. The position peaked at $55.2K in Q2 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Old Second National Bank of Aurora held 63 shares of iShares Russell 1000 Value ETF worth $15.3K as of Q2 2026.
Old Second National Bank of Aurora sold 37 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $8.62K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #242 holding.
Old Second National Bank of Aurora first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 21 quarters since.
Old Second National Bank of Aurora's iShares Russell 1000 Value ETF position peaked at $55.2K in Q2 2025.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.