Security National Bank of So Dak’s iShares Russell 1000 Value ETF IWD Stock Holding History

Security National Bank of So Dak’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	–	Sell	-1,214	Closed	-$255K	–	123
2025 Q4	$255K	Buy	+1,214	New	+$251K	0.13%	104
2025 Q1	–	Sell	-1,205	Closed	-$223K	–	114
2024 Q4	$223K	Buy	+1,205	New	+$231K	0.12%	102
2022 Q1	–	Sell	-1,465	Closed	-$246K	–	107
2021 Q4	$246K	Buy	+1,465	New	+$240K	0.17%	91
2020 Q1	–	Sell	-2,977	Closed	-$406K	–	78
2019 Q4	$406K	Buy	+2,977	New	+$392K	0.41%	60
2019 Q1	–	Sell	-24,289	Closed	-$2.7M	–	82
2018 Q4	$2.7M	Buy	+24,289	New	+$2.91M	3.5%	3
2018 Q1	–	Sell	-1,681	Closed	-$209K	–	91
2017 Q4	$209K	Buy	+1,681	New	+$204K	0.23%	90
2017 Q1	–	Sell	-4,506	Closed	-$505K	–	89
2016 Q4	$505K	Buy	+4,506	New	+$487K	0.62%	64

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

Security National Bank of So Dak's IWD Position: Q1 2026 in Review

Security National Bank of So Dak sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,214 shares — an estimated $255K sold.

Security National Bank of So Dak first reported a position in IWD in Q4 2016 and held it in 7 quarters. The position peaked at $2.7M in Q4 2018. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Security National Bank of So Dak reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Security National Bank of So Dak sold 1,214 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $255K.
Security National Bank of So Dak first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 7 quarters.
Security National Bank of So Dak's iShares Russell 1000 Value ETF position peaked at $2.7M in Q4 2018.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Security National Bank of So Dak's 13F filing for Q1 2026, filed 15 May 2026.