WB
IWD icon

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

Webster 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
Q2 		$11.5M Buy
47,432
+987
+2% +$230K 1% 24
2026
Q1 		$9.92M Buy
46,445
+4,780
+11% +$1.05M 0.94% 25
2025
Q4 		$8.76M Buy
41,665
+415
+1% +$85.7K 0.82% 30
2025
Q3 		$8.4M Buy
41,250
+2,133
+5% +$424K 0.81% 31
2025
Q2 		$7.6M Buy
39,117
+196
+0.5% +$36.3K 0.78% 32
2025
Q1 		$7.32M Buy
38,921
+2,711
+7% +$516K 0.8% 30
2024
Q4 		$6.7M Buy
36,210
+844
+2% +$162K 0.72% 34
2024
Q3 		$6.71M Buy
35,366
+2,742
+8% +$500K 0.71% 35
2024
Q2 		$5.69M Buy
32,624
+3,134
+11% +$548K 0.62% 41
2024
Q1 		$5.28M Sell
29,490
-3,457
-10% -$585K 0.59% 43
2023
Q4 		$5.44M Sell
32,947
-7,235
-18% -$1.12M 0.67% 39
2023
Q3 		$6.1M Sell
40,182
-7,487
-16% -$1.19M 0.83% 32
2023
Q2 		$7.52M Sell
47,669
-5,238
-10% -$801K 0.97% 28
2023
Q1 		$8.06M Sell
52,907
-3,816
-7% -$589K 1.05% 25
2022
Q4 		$8.6M Buy
56,723
+6,633
+13% +$993K 1.16% 21
2022
Q3 		$6.81M Buy
50,090
+10,269
+26% +$1.54M 0.99% 25
2022
Q2 		$5.77M Buy
39,821
+8,243
+26% +$1.29M 0.79% 32
2022
Q1 		$5.24M Buy
31,578
+27,685
+711% +$4.55M 0.61% 42
2021
Q4 		$654K Buy
3,893
+34
+0.9% +$5.57K 0.07% 135
2021
Q3 		$604K Sell
3,859
-716
-16% -$115K 0.07% 134
2021
Q2 		$726K Hold
4,575
– – 0.08% 132
2021
Q1 		$693K Sell
4,575
-621
-12% -$89.8K 0.08% 136
2020
Q4 		$710K Sell
5,196
-236
-4% -$30.3K 0.08% 134
2020
Q3 		$642K Sell
5,432
-554
-9% -$65.7K 0.08% 134
2020
Q2 		$674K Sell
5,986
-291
-5% -$32K 0.1% 126
2020
Q1 		$623K Sell
6,277
-232
-4% -$28.9K 0.1% 121
2019
Q4 		$888K Sell
6,509
-879
-12% -$116K 0.11% 131
2019
Q3 		$948K Sell
7,388
-968
-12% -$123K 0.13% 121
2019
Q2 		$1.06M Sell
8,356
-547
-6% -$68.5K 0.15% 115
2019
Q1 		$1.1M Sell
8,903
-1,445
-14% -$174K 0.16% 110
2018
Q4 		$1.15M Sell
10,348
-9,580
-48% -$1.15M 0.19% 99
2018
Q3 		$2.52M Sell
19,928
-5,217
-21% -$655K 0.35% 68
2018
Q2 		$3.05M Sell
25,145
-14,527
-37% -$1.77M 0.44% 64
2018
Q1 		$4.76M Sell
39,672
-23,720
-37% -$2.96M 0.69% 44
2017
Q4 		$7.88M Sell
63,392
-1,507
-2% -$183K 1.08% 21
2017
Q3 		$7.69M Sell
64,899
-21,636
-25% -$2.52M 1.12% 16
2017
Q2 		$10.1M Buy
86,535
+17,899
+26% +$2.06M 1.49% 11
2017
Q1 		$7.89M Buy
68,636
+8,244
+14% +$945K 1.19% 13
2016
Q4 		$6.77M Buy
60,392
+6,518
+12% +$705K 0.99% 16
2016
Q3 		$5.69M Buy
53,874
+5,727
+12% +$604K 0.83% 26
2016
Q2 		$4.97M Buy
+48,147
New +$4.86M 0.73% 31
2014
Q4 		– Sell
-17,000
Closed -$1.7M – 203
2014
Q3 		$1.7M Hold
17,000
– – 0.3% 74
2014
Q2 		$1.72M Sell
17,000
-219
-1% -$21.5K 0.3% 75
2014
Q1 		$1.66M Sell
17,219
-500
-3% -$46.8K 0.23% 86
2013
Q4 		$1.67M Buy
+17,719
New +$1.61M 0.23% 84

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Webster Bank's IWD Position: Q2 2026 in Review

Webster Bank increased its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q2 2026, buying an estimated $230K and bringing the position to 47,432 shares worth $11.5M. The position accounts for 1% of the portfolio, ranked #24.

Webster Bank first reported a position in IWD in Q4 2013 and has held it in 45 quarters since. 506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Webster Bank held 47,432 shares of iShares Russell 1000 Value ETF worth $11.5M as of Q2 2026.
  • Webster Bank bought 987 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $230K.
  • iShares Russell 1000 Value ETF made up 1% of Webster Bank's portfolio in Q2 2026, its #24 holding.
  • Webster Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 45 quarters since.
  • 506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.