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

Renasant 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 Q1	$411K	Sell	1,923 -2,222	-54%	-$487K	0.29%	89
2025 Q4	$872K	Sell	4,145 -444	-10%	-$91.7K	0.59%	57
2025 Q3	$934K	Buy	4,589 +206	+5%	+$41K	0.59%	53
2025 Q2	$851K	Hold	4,383	–	–	0.57%	59
2025 Q1	$825K	Sell	4,383 -1,939	-31%	-$369K	0.55%	58
2024 Q4	$1.17M	Buy	6,322 +1,939	+44%	+$372K	0.76%	42
2024 Q3	$832K	Sell	4,383 -72	-2%	-$13.1K	0.55%	66
2024 Q2	$777K	Sell	4,455 -35	-0.8%	-$6.12K	0.53%	68
2024 Q1	$804K	Sell	4,490 -20	-0.4%	-$3.38K	0.57%	62
2023 Q4	$745K	Sell	4,510 -92	-2%	-$14.2K	0.59%	59
2023 Q3	$699K	Sell	4,602 -36	-0.8%	-$5.71K	0.59%	55
2023 Q2	$732K	Sell	4,638 -15	-0.3%	-$2.29K	0.6%	50
2023 Q1	$708K	Sell	4,653 -4,834	-51%	-$747K	0.55%	59
2022 Q4	$1.44M	Sell	9,487 -65	-0.7%	-$9.73K	1.09%	19
2022 Q3	$1.3M	Sell	9,552 -20	-0.2%	-$3K	1.15%	18
2022 Q2	$1.39M	Sell	9,572 -4,429	-32%	-$693K	1.13%	19
2022 Q1	$2.32M	Buy	14,001 +3,220	+30%	+$529K	1.56%	11
2021 Q4	$1.81M	Sell	10,781 -1,093	-9%	-$179K	1.23%	17
2021 Q3	$1.86M	Buy	11,874 +290	+3%	+$46.5K	1.47%	12
2021 Q2	$1.84M	Sell	11,584 -454	-4%	-$71.9K	1.39%	14
2021 Q1	$1.82M	Buy	12,038 +208	+2%	+$30.1K	1.47%	13
2020 Q4	$1.62M	Buy	+11,830	New	+$1.52M	1.32%	14

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Renasant Bank's IWD Position: Q1 2026 in Review

Renasant Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 54% in Q1 2026, selling an estimated $487K and leaving 1,923 shares worth $411K. The position accounts for 0.29% of the portfolio, ranked #89.

Renasant Bank first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.32M in Q1 2022. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Renasant Bank held 1,923 shares of iShares Russell 1000 Value ETF worth $411K as of Q1 2026.
Renasant Bank sold 2,222 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $487K.
iShares Russell 1000 Value ETF made up 0.29% of Renasant Bank's portfolio in Q1 2026, its #89 holding.
Renasant Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
Renasant Bank's iShares Russell 1000 Value ETF position peaked at $2.32M in Q1 2022.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Renasant Bank's 13F filing for Q1 2026, filed 29 Apr 2026.