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Acropolis Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Acropolis Investment Management’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 		$4.56M Sell
18,811
-114
-0.6% -$26.6K 0.18% 56
2026
Q1 		$4.04M Sell
18,925
-767
-4% -$168K 0.18% 52
2025
Q4 		$4.14M Hold
19,692
– – 0.19% 52
2025
Q3 		$3.82M Hold
19,692
– – 0.19% 52
2025
Q2 		$3.82M Sell
19,692
-80
-0.4% -$14.8K 0.21% 44
2025
Q1 		$3.72M Sell
19,772
-220
-1% -$41.9K 0.22% 43
2024
Q4 		$3.7M Sell
19,992
-58
-0.3% -$11.1K 0.22% 44
2024
Q3 		$3.81M Hold
20,050
– – 0.23% 41
2024
Q2 		$3.5M Sell
20,050
-130
-0.6% -$22.7K 0.22% 45
2024
Q1 		$3.61M Sell
20,180
-1,310
-6% -$222K 0.24% 43
2023
Q4 		$3.55M Sell
21,490
-470
-2% -$72.6K 0.25% 40
2023
Q3 		$3.33M Sell
21,960
-456
-2% -$72.3K 0.26% 41
2023
Q2 		$3.54M Sell
22,416
-55
-0.2% -$8.41K 0.28% 39
2023
Q1 		$3.42M Hold
22,471
– – 0.28% 42
2022
Q4 		$3.41M Buy
22,471
+85
+0.4% +$12.7K 0.31% 36
2022
Q3 		$3.04M Sell
22,386
-227
-1% -$34.1K 0.31% 36
2022
Q2 		$3.28M Sell
22,613
-1,000
-4% -$156K 0.32% 35
2022
Q1 		$3.92M Buy
23,613
+150
+0.6% +$24.6K 0.36% 33
2021
Q4 		$3.94M Hold
23,463
– – 0.35% 29
2021
Q3 		$3.66M Hold
23,463
– – 0.44% 27
2021
Q2 		$3.72M Buy
23,463
+212
+0.9% +$33.6K 0.36% 27
2021
Q1 		$3.52M Sell
23,251
-80
-0.3% -$11.6K 0.36% 27
2020
Q4 		$3.19M Buy
23,331
+815
+4% +$105K 0.35% 27
2020
Q3 		$2.66M Buy
22,516
+386
+2% +$45.8K 0.33% 32
2020
Q2 		$2.49M Hold
22,130
– – 0.33% 31
2020
Q1 		$2.19M Sell
22,130
-1,084
-5% -$135K 0.34% 30
2019
Q4 		$3.15M Sell
23,214
-585
-2% -$77.1K 0.44% 25
2019
Q3 		$3.05M Sell
23,799
-65
-0.3% -$8.26K 0.44% 24
2019
Q2 		$3.04M Buy
23,864
+586
+3% +$73.3K 0.46% 23
2019
Q1 		$2.88M Sell
23,278
-896
-4% -$108K 0.45% 24
2018
Q4 		$2.69M Sell
24,174
-471
-2% -$56.4K 0.47% 24
2018
Q3 		$3.12M Buy
24,645
+146
+0.6% +$18.3K 0.5% 21
2018
Q2 		$2.97M Sell
24,499
-120
-0.5% -$14.6K 0.49% 20
2018
Q1 		$2.95M Sell
24,619
-105
-0.4% -$13.1K 0.48% 21
2017
Q4 		$3.07M Buy
24,724
+660
+3% +$80K 0.47% 21
2017
Q3 		$2.85M Sell
24,064
-340
-1% -$39.6K 0.47% 21
2017
Q2 		$2.84M Sell
24,404
-89
-0.4% -$10.2K 0.48% 22
2017
Q1 		$2.81M Sell
24,493
-30
-0.1% -$3.44K 0.49% 22
2016
Q4 		$2.75M Sell
24,523
-735
-3% -$79.5K 0.51% 23
2016
Q3 		$2.67M Sell
25,258
-162
-0.6% -$17.1K 0.49% 24
2016
Q2 		$2.62M Sell
25,420
-533
-2% -$53.8K 0.5% 26
2016
Q1 		$2.56M Sell
25,953
-235
-0.9% -$22K 0.49% 25
2015
Q4 		$2.56M Sell
26,188
-490
-2% -$48.6K 0.51% 23
2015
Q3 		$2.49M Hold
26,678
– – 0.51% 22
2015
Q2 		$2.75M Sell
26,678
-40
-0.1% -$4.2K 0.54% 24
2015
Q1 		$2.75M Sell
26,718
-1,122
-4% -$116K 0.51% 26
2014
Q4 		$2.91M Sell
27,840
-1,797
-6% -$183K 0.56% 26
2014
Q3 		$2.97M Sell
29,637
-1,240
-4% -$126K 0.59% 24
2014
Q2 		$3.13M Sell
30,877
-480
-2% -$47.1K 0.63% 24
2014
Q1 		$3.03M Sell
31,357
-2,030
-6% -$190K 0.62% 25
2013
Q4 		$3.14M Sell
33,387
-3,630
-10% -$329K 0.68% 23
2013
Q3 		$3.19M Sell
37,017
-4,935
-12% -$428K 0.67% 22
2013
Q2 		$3.52M Buy
+41,952
New +$3.49M 0.76% 23

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Acropolis Investment Management's IWD Position: Q2 2026 in Review

Acropolis Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.6% in Q2 2026, selling an estimated $26.6K and leaving 18,811 shares worth $4.56M. The position accounts for 0.18% of the portfolio, ranked #56.

Acropolis Investment Management first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Acropolis Investment Management held 18,811 shares of iShares Russell 1000 Value ETF worth $4.56M as of Q2 2026.
  • Acropolis Investment Management sold 114 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Russell 1000 Value ETF made up 0.18% of Acropolis Investment Management's portfolio in Q2 2026, its #56 holding.
  • Acropolis Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.