Banque Cantonale Vaudoise’s iShares Russell 1000 Value ETF IWD Stock Holding History

Banque Cantonale Vaudoise’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	$1.74K	Sell	7,179 -604	-8%	-$141K	﹤0.01%	372
2026 Q1	$1.66M	Buy	+7,783	New	+$1.7M	0.06%	288
2022 Q3	–	Sell	-2,300	Closed	-$333K	–	1259
2022 Q2	$333K	Hold	2,300	–	–	0.02%	603
2022 Q1	$382K	Hold	2,300	–	–	0.02%	624
2021 Q4	$386K	Hold	2,300	–	–	0.02%	652
2021 Q3	$360K	Buy	+2,300	New	+$369K	0.02%	655
2020 Q4	–	Sell	-11,200	Closed	-$1.32M	–	1092
2020 Q3	$1.32M	Buy	+11,200	New	+$1.33M	0.09%	209
2020 Q1	–	Sell	-6,850	Closed	-$935K	–	932
2019 Q4	$935K	Buy	+6,850	New	+$903K	0.06%	302

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

Banque Cantonale Vaudoise's IWD Position: Q2 2026 in Review

Banque Cantonale Vaudoise reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.8% in Q2 2026, selling an estimated $141K and leaving 7,179 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Banque Cantonale Vaudoise first reported a position in IWD in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.66M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Banque Cantonale Vaudoise held 7,179 shares of iShares Russell 1000 Value ETF worth $1.74K as of Q2 2026.
Banque Cantonale Vaudoise sold 604 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $141K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Banque Cantonale Vaudoise's portfolio in Q2 2026, its #372 holding.
Banque Cantonale Vaudoise first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 8 quarters since.
Banque Cantonale Vaudoise's iShares Russell 1000 Value ETF position peaked at $1.66M in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q2 2026, filed 31 Jul 2026.