10Elms LLP’s iShares Russell 1000 Value ETF IWD Stock Holding History

10Elms LLP’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	$3.39K	Hold	14	–	–	﹤0.01%	508
2026 Q1	$2.99K	Sell	14 -24	-63%	-$5.26K	﹤0.01%	468
2025 Q4	$7.99K	Hold	38	–	–	0.01%	431
2025 Q3	$7.74K	Hold	38	–	–	0.01%	457
2025 Q2	$7.38K	Hold	38	–	–	0.01%	464
2025 Q1	$7.15K	Hold	38	–	–	0.01%	483
2024 Q4	$7.03K	Buy	+38	New	+$7.29K	0.01%	476

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

10Elms LLP's IWD Position: Q2 2026 in Review

10Elms LLP held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 14 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

10Elms LLP first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.99K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

10Elms LLP held 14 shares of iShares Russell 1000 Value ETF worth $3.39K as of Q2 2026.
10Elms LLP left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of 10Elms LLP's portfolio in Q2 2026, its #508 holding.
10Elms LLP first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
10Elms LLP's iShares Russell 1000 Value ETF position peaked at $7.99K in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.