American Investment Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

American Investment Services’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	$988K	Hold	4,076	–	–	0.21%	70
2026 Q1	$871K	Hold	4,076	–	–	0.19%	71
2025 Q4	$857K	Hold	4,076	–	–	0.2%	72
2025 Q3	$830K	Hold	4,076	–	–	0.2%	73
2025 Q2	$792K	Hold	4,076	–	–	0.2%	73
2025 Q1	$767K	Sell	4,076 -450	-10%	-$85.7K	0.14%	93
2024 Q4	$838K	Hold	4,526	–	–	0.15%	86
2024 Q3	$859K	Hold	4,526	–	–	0.14%	89
2024 Q2	$790K	Sell	4,526 -284	-6%	-$49.7K	0.14%	86
2024 Q1	$862K	Hold	4,810	–	–	0.15%	81
2023 Q4	$795K	Hold	4,810	–	–	0.15%	84
2023 Q3	$730K	Hold	4,810	–	–	0.16%	81
2023 Q2	$759K	Sell	4,810 -1,400	-23%	-$214K	0.15%	84
2023 Q1	$942K	Hold	6,210	–	–	0.19%	74
2022 Q4	$942K	Hold	6,210	–	–	0.19%	74
2022 Q3	$844K	Buy	6,210 +3,680	+145%	+$553K	0.2%	65
2022 Q2	$367K	Hold	2,530	–	–	0.08%	95
2022 Q1	$420K	Hold	2,530	–	–	0.09%	89
2021 Q4	$425K	Hold	2,530	–	–	0.09%	91
2021 Q3	$396K	Hold	2,530	–	–	0.09%	93
2021 Q2	$401K	Hold	2,530	–	–	0.09%	91
2021 Q1	$383K	Hold	2,530	–	–	0.1%	87
2020 Q4	$346K	Hold	2,530	–	–	0.11%	97
2020 Q3	$299K	Hold	2,530	–	–	0.1%	116
2020 Q2	$285K	Sell	2,530 -30	-1%	-$3.3K	0.1%	114
2020 Q1	$254K	Hold	2,560	–	–	0.1%	124
2019 Q4	$349K	Hold	2,560	–	–	0.11%	114
2019 Q3	$328K	Hold	2,560	–	–	0.1%	109
2019 Q2	$326K	Hold	2,560	–	–	0.1%	107
2019 Q1	$316K	Hold	2,560	–	–	0.1%	106
2018 Q4	$284K	Hold	2,560	–	–	0.1%	99
2018 Q3	$324K	Hold	2,560	–	–	0.11%	92
2018 Q2	$311K	Sell	2,560 -55	-2%	-$6.69K	0.11%	93
2018 Q1	$314K	Hold	2,615	–	–	0.11%	93
2017 Q4	$325K	Hold	2,615	–	–	0.12%	87
2017 Q3	$310K	Hold	2,615	–	–	0.12%	86
2017 Q2	$304K	Hold	2,615	–	–	0.12%	84
2017 Q1	$301K	Sell	2,615 -32	-1%	-$3.67K	0.12%	84
2016 Q4	$297K	Hold	2,647	–	–	0.12%	84
2016 Q3	$280K	Hold	2,647	–	–	0.12%	90
2016 Q2	$273K	Buy	2,647 +32	+1%	+$3.23K	0.12%	85
2016 Q1	$258K	Hold	2,615	–	–	0.13%	77
2015 Q4	$256K	Hold	2,615	–	–	0.14%	76
2015 Q3	$244K	Hold	2,615	–	–	0.14%	73
2015 Q2	$270K	Hold	2,615	–	–	0.14%	73
2015 Q1	$270K	Hold	2,615	–	–	0.15%	69
2014 Q4	$273K	Buy	2,615 +55	+2%	+$5.61K	0.15%	68
2014 Q3	$256K	Sell	2,560 -140	-5%	-$14.2K	0.14%	67
2014 Q2	$273K	Hold	2,700	–	–	0.15%	66
2014 Q1	$261K	Hold	2,700	–	–	0.15%	62
2013 Q4	$254K	Sell	2,700 -215	-7%	-$19.5K	0.15%	60
2013 Q3	$251K	Sell	2,915 -180	-6%	-$15.6K	0.16%	60
2013 Q2	$259K	Buy	+3,095	New	+$258K	0.16%	67

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

American Investment Services's IWD Position: Q2 2026 in Review

American Investment Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,076 shares worth $988K. The position accounts for 0.21% of the portfolio, ranked #70.

American Investment Services 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.

American Investment Services held 4,076 shares of iShares Russell 1000 Value ETF worth $988K as of Q2 2026.
American Investment Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.21% of American Investment Services's portfolio in Q2 2026, its #70 holding.
American Investment Services 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 American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.