Belvedere Trading
IWD icon

Belvedere Trading’s iShares Russell 1000 Value ETF IWD Stock Holding History

Belvedere Trading’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
2023
Q1 		– Sell
-1,600
Closed -$243K – 1190
2022
Q4 		$243K Buy
+1,600
New +$240K ﹤0.01% 281

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

Belvedere Trading's IWD Position: Q1 2026 in Review

Belvedere Trading sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,652 shares — an estimated $347K sold.

Belvedere Trading first reported a position in IWD in Q4 2022 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Belvedere Trading reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Belvedere Trading sold 1,652 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $347K.
  • Belvedere Trading first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 2 quarters.
  • Belvedere Trading's iShares Russell 1000 Value ETF position peaked at $347K in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.