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

Alley Investment Management Company’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 Q1	–	Sell	-1,545	Closed	-$325K	–	87
2025 Q4	$325K	Buy	+1,545	New	+$319K	0.04%	82
2023 Q1	–	Sell	-12,620	Closed	-$1.91M	–	83
2022 Q4	$1.91M	Buy	+12,620	New	+$1.89M	0.33%	58

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

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

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

Alley Investment Management Company's IWD Position: Q1 2026 in Review

Alley Investment Management Company sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,545 shares — an estimated $325K sold.

Alley Investment Management Company first reported a position in IWD in Q4 2022 and held it in 2 quarters. The position peaked at $1.91M in Q4 2022. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Alley Investment Management Company reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Alley Investment Management Company sold 1,545 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $325K.
Alley Investment Management Company first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 2 quarters.
Alley Investment Management Company's iShares Russell 1000 Value ETF position peaked at $1.91M in Q4 2022.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Alley Investment Management Company's 13F filing for Q1 2026, filed 24 Apr 2026.