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Texas Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Texas Bank & Trust’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 		$1.64M Buy
6,768
+600
+10% +$140K 0.54% 45
2026
Q1 		$1.32M Hold
6,168
– – 0.5% 51
2025
Q4 		$1.3M Hold
6,168
– – 0.47% 53
2025
Q3 		$1.26M Sell
6,168
-50
-0.8% -$9.95K 0.47% 55
2025
Q2 		$1.21M Sell
6,218
-93
-1% -$17.2K 0.48% 55
2025
Q1 		$1.19M Sell
6,311
-80
-1% -$15.2K 0.5% 53
2024
Q4 		$1.18M Buy
+6,391
New +$1.23M 0.49% 54

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

Texas Bank & Trust's IWD Position: Q2 2026 in Review

Texas Bank & Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 9.7% in Q2 2026, buying an estimated $140K and bringing the position to 6,768 shares worth $1.64M. The position accounts for 0.54% of the portfolio, ranked #45.

Texas Bank & Trust first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Texas Bank & Trust held 6,768 shares of iShares Russell 1000 Value ETF worth $1.64M as of Q2 2026.
  • Texas Bank & Trust bought 600 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $140K.
  • iShares Russell 1000 Value ETF made up 0.54% of Texas Bank & Trust's portfolio in Q2 2026, its #45 holding.
  • Texas Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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