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 Q2	$1.15M	Buy	4,730 +147	+3%	+$34.2K	0.17%	71
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 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

Aspen Grove Capital's IWD Position: Q2 2026 in Review

Aspen Grove Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q2 2026, buying an estimated $34.2K and bringing the position to 4,730 shares worth $1.15M. The position accounts for 0.17% of the portfolio, ranked #71.

Aspen Grove Capital first reported a position in IWD in Q3 2023 and has held it in 5 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Aspen Grove Capital held 4,730 shares of iShares Russell 1000 Value ETF worth $1.15M as of Q2 2026.
Aspen Grove Capital bought 147 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.2K.
iShares Russell 1000 Value ETF made up 0.17% of Aspen Grove Capital's portfolio in Q2 2026, its #71 holding.
Aspen Grove Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 5 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.