Accredited Investors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Accredited Investors’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	$3.6M	Sell	14,861 -603	-4%	-$140K	0.16%	55
2026 Q1	$3.3M	Buy	15,464 +974	+7%	+$213K	0.18%	55
2025 Q4	$3.05M	Buy	14,490 +4	+0%	+$826	0.16%	59
2025 Q3	$2.95M	Sell	14,486 -61	-0.4%	-$12.1K	0.16%	54
2025 Q2	$2.83M	Sell	14,547 -300	-2%	-$55.6K	0.17%	56
2025 Q1	$2.79M	Buy	14,847 +643	+5%	+$122K	0.17%	49
2024 Q4	$2.63M	Sell	14,204 -6	-0%	-$1.15K	0.15%	54
2024 Q3	$2.7M	Hold	14,210	–	–	0.15%	53
2024 Q2	$2.48M	Sell	14,210 -777	-5%	-$136K	0.15%	53
2024 Q1	$2.68M	Buy	14,987 +2	+0%	+$338	0.17%	53
2023 Q4	$2.48M	Sell	14,985 -230	-2%	-$35.5K	0.18%	54
2023 Q3	$2.31M	Sell	15,215 -191	-1%	-$30.3K	0.17%	48
2023 Q2	$2.43M	Sell	15,406 -204	-1%	-$31.2K	0.17%	46
2023 Q1	$2.38M	Sell	15,610 -270	-2%	-$41.7K	0.18%	45
2022 Q4	$2.41M	Sell	15,880 -363	-2%	-$54.3K	0.2%	42
2022 Q3	$2.21M	Buy	16,243 +3,068	+23%	+$461K	0.26%	44
2022 Q2	$1.91M	Sell	13,175 -86	-0.6%	-$13.5K	0.23%	45
2022 Q1	$2.2M	Sell	13,261 -63	-0.5%	-$10.3K	0.2%	45
2021 Q4	$2.24M	Sell	13,324 -178	-1%	-$29.2K	0.2%	44
2021 Q3	$2.11M	Sell	13,502 -192	-1%	-$30.8K	0.23%	40
2021 Q2	$2.17M	Sell	13,694 -733	-5%	-$116K	0.22%	39
2021 Q1	$2.19M	Sell	14,427 -105	-0.7%	-$15.2K	0.29%	39
2020 Q4	$1.99M	Sell	14,532 -212	-1%	-$27.2K	0.33%	37
2020 Q3	$1.74M	Sell	14,744 -3,073	-17%	-$364K	0.36%	34
2020 Q2	$2.01M	Sell	17,817 -12,248	-41%	-$1.35M	0.41%	33
2020 Q1	$2.98M	Sell	30,065 -5,228	-15%	-$652K	0.7%	21
2019 Q4	$4.82M	Buy	35,293 +613	+2%	+$80.8K	0.82%	25
2019 Q3	$4.45M	Sell	34,680 -817	-2%	-$104K	0.86%	25
2019 Q2	$4.52M	Buy	35,497 +356	+1%	+$44.6K	0.88%	25
2019 Q1	$4.34M	Sell	35,141 -15,820	-31%	-$1.9M	0.87%	25
2018 Q4	$5.66M	Buy	50,961 +45,990	+925%	+$5.51M	1.26%	22
2018 Q3	$629K	Buy	+4,971	New	+$624K	0.16%	56
2018 Q2	–	Sell	-3,125	Closed	-$375K	–	125
2018 Q1	$375K	Sell	3,125 -296	-9%	-$36.9K	0.1%	73
2017 Q4	$425K	Buy	3,421 +1,435	+72%	+$174K	0.12%	70
2017 Q3	$235K	Sell	1,986 -252	-11%	-$29.4K	0.06%	100
2017 Q2	$261K	Buy	2,238 +228	+11%	+$26.2K	0.07%	83
2017 Q1	$231K	Sell	2,010 -4	-0.2%	-$459	0.06%	95
2016 Q4	$226K	Buy	+2,014	New	+$218K	0.06%	91
2016 Q2	–	Sell	-2,330	Closed	-$230K	–	99
2016 Q1	$230K	Buy	2,330 +111	+5%	+$10.4K	0.06%	82
2015 Q4	$218K	Hold	2,219	–	–	0.05%	84
2015 Q3	$207K	Hold	2,219	–	–	0.06%	78
2015 Q2	$229K	Hold	2,219	–	–	0.06%	71
2015 Q1	$229K	Sell	2,219 -3,045	-58%	-$316K	0.06%	66
2014 Q4	$550K	Buy	+5,264	New	+$537K	0.16%	39

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

Accredited Investors's IWD Position: Q2 2026 in Review

Accredited Investors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.9% in Q2 2026, selling an estimated $140K and leaving 14,861 shares worth $3.6M. The position accounts for 0.16% of the portfolio, ranked #55.

Accredited Investors first reported a position in IWD in Q4 2014 and has held it in 44 quarters since. The position peaked at $5.66M in Q4 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Accredited Investors held 14,861 shares of iShares Russell 1000 Value ETF worth $3.6M as of Q2 2026.
Accredited Investors sold 603 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $140K.
iShares Russell 1000 Value ETF made up 0.16% of Accredited Investors's portfolio in Q2 2026, its #55 holding.
Accredited Investors first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 44 quarters since.
Accredited Investors's iShares Russell 1000 Value ETF position peaked at $5.66M in Q4 2018.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.