3 Factor Indexing’s iShares Russell 1000 Value ETF IWD Stock Holding History

3 Factor Indexing’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	$876K	Hold	3,615	–	–	0.74%	23
2026 Q1	$772K	Buy	+3,615	New	+$792K	0.73%	23

Other funds holding IWD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

3 Factor Indexing's IWD Position: Q2 2026 in Review

3 Factor Indexing held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,615 shares worth $876K. The position accounts for 0.74% of the portfolio, ranked #23.

3 Factor Indexing first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

3 Factor Indexing held 3,615 shares of iShares Russell 1000 Value ETF worth $876K as of Q2 2026.
3 Factor Indexing left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.74% of 3 Factor Indexing's portfolio in Q2 2026, its #23 holding.
3 Factor Indexing first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.