IWD β€” IShares Russell 1000 Value

Ownership history in First County Bank /CT/  Β·  6 quarters on record

AI Ownership Summary

First County Bank /CT/ reported IShares Russell 1000 Value (IWD) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2025 Q4. The latest visible filing shows IWD at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in IShares Russell 1000 Value, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IWD was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held IWD β€” position size vs. price
% of Fund (quarterly)    IWD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,606 -171 -4.5% 0.41% $770K 2026-05-15 (Est.) $215.52
2025 Q4 UNCHANGED 3,777 β€” 0% 0.42% $794K 2026-01-14 $217.49
2025 Q3 UNCHANGED 3,777 β€” 0% 0.39% $769K 2025-10-08 $203.19
2025 Q2 ADDED 3,777 +20 +0.5% 0.39% $734K 2025-07-17 $193.46
2025 Q1 ADDED 3,757 +2,020 +116.3% 0.39% $707K 2025-04-07 $166.24
2024 Q4 INITIATED 1,737 β€” β€” 0.18% $322K 2025-01-07 $182.02

FAQ About First County Bank /CT/ and IWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning IWD?

First County Bank /CT/ reported IWD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IWD position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for IWD was 0.42% in 2025 Q4.

What is the latest reported IWD position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 3,606 shares, equal to 0.41% of portfolio, with an estimated market value of $770K.

What does the chart on this IWD ownership page compare?

The chart compares First County Bank /CT/'s quarterly IWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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