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

WhitTier Trust Company’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 		$6.78M Sell
27,352
-445
-2% -$104K 0.13% 133
2026
Q1 		$6.02M Sell
27,797
-26
-0.1% -$5.69K 0.12% 138
2025
Q4 		$6.03M Sell
27,823
-320
-1% -$66.1K 0.13% 144
2025
Q3 		$5.77M Sell
28,143
-27
-0.1% -$5.37K 0.12% 146
2025
Q2 		$5.47M Sell
28,170
-883
-3% -$164K 0.12% 147
2025
Q1 		$5.47M Sell
29,053
-120
-0.4% -$22.9K 0.14% 142
2024
Q4 		$5.4M Sell
29,173
-775
-3% -$149K 0.13% 143
2024
Q3 		$5.68M Sell
29,948
-6,552
-18% -$1.19M 0.15% 131
2024
Q2 		$6.37M Sell
36,500
-1,599
-4% -$280K 0.18% 116
2024
Q1 		$6.82M Buy
38,099
+642
+2% +$109K 0.2% 111
2023
Q4 		$6.19M Sell
37,457
-2,781
-7% -$429K 0.2% 112
2023
Q3 		$6.11M Sell
40,238
-450
-1% -$71.4K 0.22% 108
2023
Q2 		$6.42M Sell
40,688
-2,669
-6% -$408K 0.22% 109
2023
Q1 		$6.6M Sell
43,357
-61
-0.1% -$9.42K 0.24% 100
2022
Q4 		$6.58M Buy
43,418
+511
+1% +$76.5K 0.26% 93
2022
Q3 		$5.83M Sell
42,907
-3,859
-8% -$580K 0.25% 98
2022
Q2 		$6.78M Buy
46,766
+3,808
+9% +$596K 0.28% 86
2022
Q1 		$7.13M Buy
42,958
+441
+1% +$72.4K 0.26% 94
2021
Q4 		$7.14M Hold
42,517
– – 0.26% 90
2021
Q3 		$6.66M Buy
42,517
+370
+0.9% +$59.3K 0.27% 88
2021
Q2 		$6.68M Sell
42,147
-1,185
-3% -$188K 0.28% 88
2021
Q1 		$6.57M Hold
43,332
– – 0.29% 85
2020
Q4 		$5.92M Sell
43,332
-144
-0.3% -$18.5K 0.3% 84
2020
Q3 		$5.14M Sell
43,476
-2,259
-5% -$268K 0.3% 84
2020
Q2 		$5.15M Sell
45,735
-6,926
-13% -$762K 0.32% 79
2020
Q1 		$5.22M Sell
52,661
-3,985
-7% -$497K 0.4% 68
2019
Q4 		$7.73M Buy
56,646
+10,569
+23% +$1.39M 0.49% 58
2019
Q3 		$5.91M Sell
46,077
-4,350
-9% -$553K 0.41% 67
2019
Q2 		$6.42M Sell
50,427
-2,174
-4% -$272K 0.46% 62
2019
Q1 		$6.5M Buy
52,601
+11,677
+29% +$1.4M 0.48% 57
2018
Q4 		$4.54M Buy
40,924
+411
+1% +$49.3K 0.38% 69
2018
Q3 		$5.13M Buy
40,513
+5,529
+16% +$694K 0.37% 71
2018
Q2 		$4.25M Buy
34,984
+5,685
+19% +$691K 0.33% 80
2018
Q1 		$3.52M Hold
29,299
– – 0.29% 92
2017
Q4 		$3.64M Sell
29,299
-2,535
-8% -$307K 0.31% 88
2017
Q3 		$3.77M Hold
31,834
– – 0.35% 81
2017
Q2 		$3.71M Sell
31,834
-427
-1% -$49.1K 0.36% 78
2017
Q1 		$3.71M Sell
32,261
-1
-0% -$115 0.37% 75
2016
Q4 		$3.61M Buy
32,262
+427
+1% +$46.2K 0.38% 78
2016
Q3 		$3.36M Buy
31,835
+1,139
+4% +$120K 0.38% 74
2016
Q2 		$3.17M Buy
30,696
+750
+3% +$75.7K 0.36% 76
2016
Q1 		$2.96M Buy
29,946
+1,745
+6% +$163K 0.35% 74
2015
Q4 		$2.76M Buy
28,201
+70
+0.2% +$6.95K 0.32% 76
2015
Q3 		$2.62M Sell
28,131
-200
-0.7% -$19.9K 0.32% 78
2015
Q2 		$2.92M Sell
28,331
-40,160
-59% -$4.21M 0.33% 76
2015
Q1 		$7.06M Buy
68,491
+48,261
+239% +$5M 0.78% 30
2014
Q4 		$2.11M Sell
20,230
-101
-0.5% -$10.3K 0.24% 101
2014
Q3 		$2.04M Sell
20,331
-254
-1% -$25.7K 0.23% 98
2014
Q2 		$2.08M Hold
20,585
– – 0.23% 99
2014
Q1 		$1.99M Hold
20,585
– – 0.23% 97
2013
Q4 		$1.94M Sell
20,585
-190
-0.9% -$17.2K 0.23% 101
2013
Q3 		$1.79M Sell
20,775
-870
-4% -$75.5K 0.24% 98
2013
Q2 		$1.81M Buy
+21,645
New +$1.8M 0.26% 90

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

WhitTier Trust Company's IWD Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $104K and leaving 27,352 shares worth $6.78M. The position accounts for 0.13% of the portfolio, ranked #133.

WhitTier Trust Company first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.73M in Q4 2019. 998 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • WhitTier Trust Company held 27,352 shares of iShares Russell 1000 Value ETF worth $6.78M as of Q2 2026.
  • WhitTier Trust Company sold 445 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $104K.
  • iShares Russell 1000 Value ETF made up 0.13% of WhitTier Trust Company's portfolio in Q2 2026, its #133 holding.
  • WhitTier Trust Company first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's iShares Russell 1000 Value ETF position peaked at $7.73M in Q4 2019.
  • 998 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.