Bayban’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bayban’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	$432K	Hold	1,784	–	–	0.33%	55
2026 Q1	$381K	Hold	1,784	–	–	0.33%	58
2025 Q4	$375K	Buy	+1,784	New	+$369K	0.33%	62

Other funds holding IWD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bayban's IWD Position: Q2 2026 in Review

Bayban held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,784 shares worth $432K. The position accounts for 0.33% of the portfolio, ranked #55.

Bayban first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bayban held 1,784 shares of iShares Russell 1000 Value ETF worth $432K as of Q2 2026.
Bayban left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.33% of Bayban's portfolio in Q2 2026, its #55 holding.
Bayban first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bayban's 13F filing for Q2 2026, filed 30 Jul 2026.