Community Trust & Investment 13F: New $1.7M Stake in IWD

Community Trust & Investment has established a new position in the iShares Russell 1000 Value ETF (NYSEArca: IWD), according to a Form 13F filing with the U.S. Securities and Exchange Commission on October 15, 2026. Institutional investors like money managers use these quarterly disclosures to show what stocks and funds they held at the end of the previous period. Because the data looks backward, these filings do not always reflect current trading activity.

What Changed in Community Trust & Investment's iShares Russell 1000 Value ETF Position

During the reported period, Community Trust & Investment bought a brand-new stake in the iShares Russell 1000 Value ETF. The firm picked up 6,820 shares. At the time of the filing, the total value of the new holding was about $1.7 million. Because this is a newly opened position, there was no prior stake in the fund.

iShares Russell 1000 Value ETF Stock Down 0.5%

Shares of the iShares Russell 1000 Value ETF recently traded around $254.83 as of October 16, 2026. The exchange-traded fund tracks a broad basket of large- and mid-cap value stocks in the U.S. market. The fund trades about 0.1% above its 50-day moving average of $254.68 and sits roughly 8.0% above its 200-day moving average of $235.88. Over the past year, the fund has traded as low as $199.79 and as high as $260.19. The fund carries a price-to-earnings ratio of 21.05 and offers a dividend yield of roughly 1.42%.

About iShares Russell 1000 Value ETF

The iShares Russell 1000 Value ETF is an exchange-traded fund managed to mirror the performance of value-oriented companies selected from the broader Russell 1000 Index. By using a representative sampling strategy, the fund holds a basket of equities that reflect the overall risk and return characteristics of the index. Large institutional buyers often use vehicles like this to gain diversified exposure to established domestic companies without having to purchase individual equities.

Bottom Line

Institutional filings like this one provide a look at where professional managers are putting their capital. Investors tracking Community Trust & Investment will need to watch for future SEC disclosures to see if the fund builds on this initial position. Because 13F reports reflect past snapshots, subsequent filings will show how the firm manages its exposure over time. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.