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 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 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

STAR Financial Bank's IWD Position: Q1 2026 in Review

STAR Financial Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q1 2026, selling an estimated $380K and leaving 11,730 shares worth $2.51M. The position accounts for 1.18% of the portfolio, ranked #20.

STAR Financial Bank first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.87M in Q1 2024. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

STAR Financial Bank held 11,730 shares of iShares Russell 1000 Value ETF worth $2.51M as of Q1 2026.
STAR Financial Bank sold 1,735 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $380K.
iShares Russell 1000 Value ETF made up 1.18% of STAR Financial Bank's portfolio in Q1 2026, its #20 holding.
STAR Financial Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's iShares Russell 1000 Value ETF position peaked at $4.87M in Q1 2024.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.