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Aspen Grove Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aspen Grove Capital’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 		$979K Buy
4,583
+67
+1% +$14.7K 0.19% 70
2025
Q4 		$950K Buy
4,516
+458
+11% +$94.6K 0.16% 69
2025
Q3 		$826K Buy
+4,058
New +$807K 0.14% 73
2023
Q4 		– Sell
-1,461
Closed -$223K – 198
2023
Q3 		$223K Buy
+1,461
New +$232K 0.08% 146

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspen Grove Capital's IWD Position: Q1 2026 in Review

Aspen Grove Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q1 2026, buying an estimated $14.7K and bringing the position to 4,583 shares worth $979K. The position accounts for 0.19% of the portfolio, ranked #70.

Aspen Grove Capital first reported a position in IWD in Q3 2023 and has held it in 4 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Aspen Grove Capital held 4,583 shares of iShares Russell 1000 Value ETF worth $979K as of Q1 2026.
  • Aspen Grove Capital bought 67 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Russell 1000 Value ETF made up 0.19% of Aspen Grove Capital's portfolio in Q1 2026, its #70 holding.
  • Aspen Grove Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.