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

UMB 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 		$4.74M Sell
22,185
-1,001
-4% -$219K 0.07% 175
2025
Q4 		$4.88M Buy
23,186
+426
+2% +$88K 0.06% 181
2025
Q3 		$4.63M Sell
22,760
-1,840
-7% -$366K 0.07% 167
2025
Q2 		$4.78M Sell
24,600
-379
-2% -$70.2K 0.07% 165
2025
Q1 		$4.7M Sell
24,979
-2,328
-9% -$443K 0.08% 162
2024
Q4 		$5.06M Sell
27,307
-14,054
-34% -$2.7M 0.08% 152
2024
Q3 		$7.85M Sell
41,361
-4,983
-11% -$908K 0.12% 127
2024
Q2 		$8.09M Sell
46,344
-1,163
-2% -$203K 0.13% 124
2024
Q1 		$8.51M Sell
47,507
-16,821
-26% -$2.85M 0.13% 130
2023
Q4 		$10.6M Buy
64,328
+1,385
+2% +$214K 0.16% 114
2023
Q3 		$9.56M Sell
62,943
-27,809
-31% -$4.41M 0.15% 121
2023
Q2 		$14.3M Sell
90,752
-5,567
-6% -$851K 0.22% 101
2023
Q1 		$14.7M Sell
96,319
-8,779
-8% -$1.36M 0.23% 96
2022
Q4 		$15.9M Buy
105,098
+847
+0.8% +$127K 0.25% 92
2022
Q3 		$14.2M Sell
104,251
-4,306
-4% -$647K 0.24% 93
2022
Q2 		$15.7M Sell
108,557
-6,081
-5% -$951K 0.25% 91
2022
Q1 		$19M Buy
114,638
+25,086
+28% +$4.12M 0.25% 92
2021
Q4 		$15M Buy
89,552
+9,809
+12% +$1.61M 0.19% 112
2021
Q3 		$12.5M Buy
79,743
+3,194
+4% +$512K 0.28% 87
2021
Q2 		$12.1M Buy
76,549
+9,166
+14% +$1.45M 0.28% 89
2021
Q1 		$10.2M Buy
67,383
+10,781
+19% +$1.56M 0.25% 93
2020
Q4 		$7.74M Buy
56,602
+3,901
+7% +$500K 0.21% 105
2020
Q3 		$5.93M Hold
52,701
– – 0.18% 112
2020
Q2 		$5.93M Buy
52,701
+1,416
+3% +$156K 0.18% 112
2020
Q1 		$5.09M Sell
51,285
-6,108
-11% -$761K 0.18% 113
2019
Q4 		$7.83M Sell
57,393
-1,909
-3% -$252K 0.22% 95
2019
Q3 		$7.61K Buy
59,302
+1,412
+2% +$179K 0.18% 95
2019
Q2 		$7.37K Sell
57,890
-5,703
-9% -$714K 0.18% 90
2019
Q1 		$7.85M Buy
63,593
+163
+0.3% +$19.6K 0.24% 88
2018
Q4 		$7.04K Sell
63,430
-699
-1% -$83.8K 0.22% 91
2018
Q3 		$8.12M Buy
64,129
+3,525
+6% +$443K 0.24% 94
2018
Q2 		$7.36M Sell
60,604
-417
-0.7% -$50.7K 0.23% 92
2018
Q1 		$7.32M Sell
61,021
-325
-0.5% -$40.5K 0.24% 95
2017
Q4 		$7.63M Sell
61,346
-3,123
-5% -$378K 0.25% 88
2017
Q3 		$7.64M Sell
64,469
-614
-0.9% -$71.5K 0.26% 85
2017
Q2 		$7.58M Sell
65,083
-2,769
-4% -$319K 0.27% 82
2017
Q1 		$7.8M Sell
67,852
-626
-0.9% -$71.8K 0.27% 80
2016
Q4 		$7.67M Buy
68,478
+5,780
+9% +$625K 0.28% 82
2016
Q3 		$6.62M Sell
62,698
-2,418
-4% -$255K 0.27% 82
2016
Q2 		$6.72M Sell
65,116
-48,235
-43% -$4.87M 0.28% 81
2016
Q1 		$11.2M Sell
113,351
-485
-0.4% -$45.4K 0.48% 62
2015
Q4 		$11.1M Buy
+113,836
New +$11.3M 0.49% 57

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UMB Bank's IWD Position: Q1 2026 in Review

UMB Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q1 2026, selling an estimated $219K and leaving 22,185 shares worth $4.74M. The position accounts for 0.07% of the portfolio, ranked #175.

UMB Bank first reported a position in IWD in Q4 2015 and has held it in 42 quarters since. The position peaked at $19M in Q1 2022. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • UMB Bank held 22,185 shares of iShares Russell 1000 Value ETF worth $4.74M as of Q1 2026.
  • UMB Bank sold 1,001 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $219K.
  • iShares Russell 1000 Value ETF made up 0.07% of UMB Bank's portfolio in Q1 2026, its #175 holding.
  • UMB Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 42 quarters since.
  • UMB Bank's iShares Russell 1000 Value ETF position peaked at $19M in Q1 2022.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.