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

Sabal 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
2025 Q1	$252K	Sell	1,340 -20	-1%	-$3.81K	0.01%	213
2024 Q4	$252K	Buy	1,360 +20	+1%	+$3.84K	0.01%	217
2024 Q3	$254K	Sell	1,340 -274	-17%	-$49.9K	0.01%	213
2024 Q2	$282K	Hold	1,614	–	–	0.02%	183
2024 Q1	$289K	Hold	1,614	–	–	0.02%	186
2023 Q4	$267K	Sell	1,614 -10	-0.6%	-$1.54K	0.02%	191
2023 Q3	$247K	Hold	1,624	–	–	0.02%	184
2023 Q2	$256K	Sell	1,624 -324	-17%	-$49.5K	0.02%	186
2023 Q1	$297K	Sell	1,948 -392	-17%	-$60.5K	0.02%	118
2022 Q4	$355K	Buy	+2,340	New	+$350K	0.02%	122

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

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

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

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

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

Sabal Trust's IWD Position: Q1 2025 in Review

Sabal Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q1 2025, selling an estimated $3.81K and leaving 1,340 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #213.

Sabal Trust first reported a position in IWD in Q4 2022 and has held it in 10 quarters since. The position peaked at $355K in Q4 2022. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Sabal Trust held 1,340 shares of iShares Russell 1000 Value ETF worth $252K as of Q1 2025.
Sabal Trust sold 20 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $3.81K.
iShares Russell 1000 Value ETF made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #213 holding.
Sabal Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 10 quarters since.
Sabal Trust's iShares Russell 1000 Value ETF position peaked at $355K in Q4 2022.
1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.