Trust Company of Vermont’s iShares Russell 1000 Value ETF IWD Stock Holding History

Trust Company of Vermont’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
2025 Q4	$605K	Sell	2,876 -94	-3%	-$19.4K	0.03%	239
2025 Q3	$605K	Sell	2,970 -74	-2%	-$14.7K	0.03%	241
2025 Q2	$591K	Buy	3,044 +702	+30%	+$130K	0.03%	235
2025 Q1	$441K	Buy	2,342 +157	+7%	+$29.9K	0.02%	254
2024 Q4	$405K	Buy	2,185 +13	+0.6%	+$2.49K	0.02%	276
2024 Q3	$412K	Hold	2,172	–	–	0.02%	254
2024 Q2	$379K	Sell	2,172 -4	-0.2%	-$699	0.02%	250
2024 Q1	$390K	Buy	2,176 +1,694	+351%	+$287K	0.02%	246
2023 Q4	$79.7K	Sell	482 -21	-4%	-$3.24K	0.01%	380
2023 Q3	$76.4K	Buy	503 +37	+8%	+$5.87K	0.01%	397
2023 Q2	$73.5K	Buy	466 +166	+55%	+$25.4K	﹤0.01%	427
2023 Q1	$45.7K	Hold	300	–	–	﹤0.01%	505
2022 Q4	$45.5K	Hold	300	–	–	﹤0.01%	497
2022 Q3	$41K	Sell	300 -325	-52%	-$48.8K	﹤0.01%	515
2022 Q2	$91K	Buy	+625	New	+$97.8K	0.01%	406
2022 Q1	–	Sell	-625	Closed	-$105K	–	543
2021 Q4	$105K	Buy	+625	New	+$102K	0.01%	391
2021 Q3	–	Sell	-672	Closed	-$107K	–	521
2021 Q2	$107K	Buy	672 +288	+75%	+$45.6K	0.01%	392
2021 Q1	$58K	Hold	384	–	–	﹤0.01%	446
2020 Q4	$53K	Hold	384	–	–	﹤0.01%	447
2020 Q3	$45K	Sell	384 -85	-18%	-$10.1K	﹤0.01%	441
2020 Q2	$53K	Hold	469	–	–	0.01%	433
2020 Q1	$47K	Hold	469	–	–	﹤0.01%	448
2019 Q4	$64K	Hold	469	–	–	﹤0.01%	441
2019 Q3	$60K	Hold	469	–	–	﹤0.01%	463
2019 Q2	$60K	Sell	469 -90	-16%	-$11.3K	0.01%	456
2019 Q1	$69K	Hold	559	–	–	0.01%	433
2018 Q4	$62K	Hold	559	–	–	0.01%	435
2018 Q3	$71K	Buy	559 +300	+116%	+$37.7K	0.01%	460
2018 Q2	$31K	Hold	259	–	–	﹤0.01%	609
2018 Q1	$31K	Buy	259 +173	+201%	+$21.6K	﹤0.01%	575
2017 Q4	$11K	Hold	86	–	–	﹤0.01%	744
2017 Q3	$10K	Hold	86	–	–	﹤0.01%	735
2017 Q2	$10K	Hold	86	–	–	﹤0.01%	733
2017 Q1	$10K	Sell	86 -121	-58%	-$13.9K	﹤0.01%	709
2016 Q4	$23K	Hold	207	–	–	﹤0.01%	591
2016 Q3	$22K	Sell	207 -10	-5%	-$1.05K	﹤0.01%	554
2016 Q2	$22K	Sell	217 -77	-26%	-$7.78K	﹤0.01%	507
2016 Q1	$29K	Hold	294	–	–	﹤0.01%	466
2015 Q4	$29K	Sell	294 -438	-60%	-$43.5K	﹤0.01%	473
2015 Q3	$68K	Hold	732	–	–	0.01%	353
2015 Q2	$75K	Buy	+732	New	+$76.8K	0.01%	347

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Trust Company of Vermont's IWD Position: Q4 2025 in Review

Trust Company of Vermont reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q4 2025, selling an estimated $19.4K and leaving 2,876 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #239.

Trust Company of Vermont first reported a position in IWD in Q2 2015 and has held it in 41 quarters since. 1,909 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Trust Company of Vermont held 2,876 shares of iShares Russell 1000 Value ETF worth $605K as of Q4 2025.
Trust Company of Vermont sold 94 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $19.4K.
iShares Russell 1000 Value ETF made up 0.03% of Trust Company of Vermont's portfolio in Q4 2025, its #239 holding.
Trust Company of Vermont first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 41 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.