VeraBank’s iShares Russell 1000 Value ETF IWD Stock Holding History

VeraBank’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	$1.43M	Sell	5,884 -601	-9%	-$140K	0.24%	65
2026 Q1	$1.39M	Hold	6,485	–	–	0.25%	66
2025 Q4	$1.36M	Hold	6,485	–	–	0.25%	67
2025 Q3	$1.32M	Hold	6,485	–	–	0.25%	66
2025 Q2	$1.26M	Buy	6,485 +122	+2%	+$22.6K	0.25%	67
2025 Q1	$1.2M	Hold	6,363	–	–	0.33%	58
2024 Q4	$1.18M	Hold	6,363	–	–	0.33%	56
2024 Q3	$1.21M	Hold	6,363	–	–	0.35%	55
2024 Q2	$1.11M	Hold	6,363	–	–	0.34%	55
2024 Q1	$1.14M	Hold	6,363	–	–	0.36%	56
2023 Q4	$1.05M	Buy	6,363 +219	+4%	+$33.8K	0.35%	59
2023 Q3	$933K	Buy	+6,144	New	+$974K	0.36%	60

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

VeraBank's IWD Position: Q2 2026 in Review

VeraBank reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.3% in Q2 2026, selling an estimated $140K and leaving 5,884 shares worth $1.43M. The position accounts for 0.24% of the portfolio, ranked #65.

VeraBank first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

VeraBank held 5,884 shares of iShares Russell 1000 Value ETF worth $1.43M as of Q2 2026.
VeraBank sold 601 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $140K.
iShares Russell 1000 Value ETF made up 0.24% of VeraBank's portfolio in Q2 2026, its #65 holding.
VeraBank first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on VeraBank's 13F filing for Q2 2026, filed 6 Aug 2026.