Sanibel Captiva Trust Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sanibel Captiva Trust Company’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	$2.77M	Buy	11,413 +572	+5%	+$133K	0.07%	171
2026 Q1	$2.32M	Buy	10,841 +619	+6%	+$136K	0.06%	178
2025 Q4	$2.15M	Hold	10,222	–	–	0.06%	177
2025 Q3	$2.08M	Buy	10,222 +189	+2%	+$37.6K	0.06%	175
2025 Q2	$1.95M	Buy	10,033 +1,361	+16%	+$252K	0.06%	174
2025 Q1	$1.63M	Hold	8,672	–	–	0.05%	180
2024 Q4	$1.61M	Hold	8,672	–	–	0.05%	180
2024 Q3	$1.65M	Buy	8,672 +3,157	+57%	+$575K	0.05%	181
2024 Q2	$962K	Hold	5,515	–	–	0.03%	211
2024 Q1	$988K	Hold	5,515	–	–	0.03%	204
2023 Q4	$911K	Buy	+5,515	New	+$852K	0.03%	194

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

Sanibel Captiva Trust Company's IWD Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell 1000 Value ETF (IWD) stake by 5.3% in Q2 2026, buying an estimated $133K and bringing the position to 11,413 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #171.

Sanibel Captiva Trust Company first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sanibel Captiva Trust Company held 11,413 shares of iShares Russell 1000 Value ETF worth $2.77M as of Q2 2026.
Sanibel Captiva Trust Company bought 572 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $133K.
iShares Russell 1000 Value ETF made up 0.07% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #171 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.