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

STAR Financial 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 		$2.84M Hold
11,730
– – 1.16% 19
2026
Q1 		$2.51M Sell
11,730
-1,735
-13% -$380K 1.18% 20
2025
Q4 		$2.83M Sell
13,465
-189
-1% -$39K 1.45% 21
2025
Q3 		$2.78M Sell
13,654
-630
-4% -$125K 1.64% 17
2025
Q2 		$2.77M Buy
14,284
+1,784
+14% +$330K 1.76% 16
2025
Q1 		$2.35M Sell
12,500
-4,538
-27% -$864K 1.72% 15
2024
Q4 		$3.15M Sell
17,038
-2,273
-12% -$436K 2.27% 8
2024
Q3 		$3.67M Sell
19,311
-1,333
-6% -$243K 2.47% 6
2024
Q2 		$3.6M Sell
20,644
-6,522
-24% -$1.14M 2.77% 6
2024
Q1 		$4.87M Sell
27,166
-6
-0% -$1.01K 4.16% 5
2023
Q4 		$4.49M Buy
27,172
+292
+1% +$45.1K 4.09% 6
2023
Q3 		$4.08M Sell
26,880
-1,614
-6% -$256K 4.19% 4
2023
Q2 		$4.5M Sell
28,494
-1,661
-6% -$254K 4.2% 5
2023
Q1 		$4.59M Sell
30,155
-1,490
-5% -$230K 4.47% 3
2022
Q4 		$4.8M Buy
+31,645
New +$4.74M 4.76% 3

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

STAR Financial Bank's IWD Position: Q2 2026 in Review

STAR Financial Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 11,730 shares worth $2.84M. The position accounts for 1.16% of the portfolio, ranked #19.

STAR Financial Bank first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.87M in Q1 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • STAR Financial Bank held 11,730 shares of iShares Russell 1000 Value ETF worth $2.84M as of Q2 2026.
  • STAR Financial Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 1.16% of STAR Financial Bank's portfolio in Q2 2026, its #19 holding.
  • STAR Financial Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • STAR Financial Bank's iShares Russell 1000 Value ETF position peaked at $4.87M in Q1 2024.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.