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Becker Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Becker Capital Management’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 		$1.59M Buy
6,578
+3
+0% +$699 0.04% 150
2026
Q1 		$1.4M Sell
6,575
-7,379
-53% -$1.62M 0.04% 152
2025
Q4 		$2.94M Sell
13,954
-1,108
-7% -$229K 0.08% 124
2025
Q3 		$3.07M Sell
15,062
-531
-3% -$106K 0.09% 120
2025
Q2 		$3.03M Sell
15,593
-2,534
-14% -$469K 0.09% 117
2025
Q1 		$3.41M Buy
18,127
+6,973
+63% +$1.33M 0.11% 119
2024
Q4 		$2.06M Sell
11,154
-5,715
-34% -$1.1M 0.07% 135
2024
Q3 		$3.2M Buy
16,869
+12,892
+324% +$2.35M 0.1% 121
2024
Q2 		$694K Buy
3,977
+209
+6% +$36.5K 0.02% 183
2024
Q1 		$675K Sell
3,768
-9,181
-71% -$1.55M 0.02% 184
2023
Q4 		$2.14M Buy
12,949
+1,475
+13% +$228K 0.08% 126
2023
Q3 		$1.75M Buy
11,474
+5,996
+109% +$951K 0.07% 129
2023
Q2 		$865K Sell
5,478
-795
-13% -$122K 0.03% 170
2023
Q1 		$955K Buy
+6,273
New +$969K 0.04% 161

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Becker Capital Management's IWD Position: Q2 2026 in Review

Becker Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q2 2026, buying an estimated $699 and bringing the position to 6,578 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #150.

Becker Capital Management first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.41M in Q1 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Becker Capital Management held 6,578 shares of iShares Russell 1000 Value ETF worth $1.59M as of Q2 2026.
  • Becker Capital Management bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
  • iShares Russell 1000 Value ETF made up 0.04% of Becker Capital Management's portfolio in Q2 2026, its #150 holding.
  • Becker Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Becker Capital Management's iShares Russell 1000 Value ETF position peaked at $3.41M in Q1 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.