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

Simmons 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 Q2	$328K	Buy	+1,353	New	+$315K	0.02%	317
2020 Q1	–	Sell	-1,932	Closed	-$264K	–	350
2019 Q4	$264K	Sell	1,932 -155	-7%	-$20.4K	0.02%	317
2019 Q3	$268K	Sell	2,087 -50	-2%	-$6.35K	0.03%	316
2019 Q2	$272K	Buy	2,137 +387	+22%	+$48.4K	0.03%	329
2019 Q1	$216K	Buy	+1,750	New	+$210K	0.02%	357
2018 Q4	–	Sell	-1,830	Closed	-$232K	–	354
2018 Q3	$232K	Hold	1,830	–	–	0.02%	353
2018 Q2	$222K	Hold	1,830	–	–	0.02%	349
2018 Q1	$220K	Sell	1,830 -77	-4%	-$9.6K	0.02%	331
2017 Q4	$238K	Sell	1,907 -178	-9%	-$21.6K	0.02%	285
2017 Q3	$247K	Buy	+2,085	New	+$243K	0.03%	291

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

Simmons Bank's IWD Position: Q2 2026 in Review

Simmons Bank opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,353 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: Simmons Bank previously reported a position in IWD as recently as Q4 2019.

Simmons Bank first reported a position in IWD in Q3 2017 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Simmons Bank held 1,353 shares of iShares Russell 1000 Value ETF worth $328K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Simmons Bank position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #317 holding.
Simmons Bank first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 10 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.