Braun Stacey Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Braun Stacey Associates’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 Q1	$420K	Buy	1,965 +867	+79%	+$190K	0.01%	103
2025 Q4	$231K	Sell	1,098 -36	-3%	-$7.44K	0.01%	111
2025 Q3	$231K	Sell	1,134 -15	-1%	-$2.98K	0.01%	113
2025 Q2	$223K	Sell	1,149 -6	-0.5%	-$1.11K	0.01%	111
2025 Q1	$217K	Sell	1,155 -59	-5%	-$11.2K	0.01%	116
2024 Q4	$225K	Sell	1,214 -2	-0.2%	-$384	0.01%	114
2024 Q3	$231K	Sell	1,216 -47	-4%	-$8.56K	0.01%	113
2024 Q2	$220K	Sell	1,263 -140	-10%	-$24.5K	0.01%	116
2024 Q1	$251K	Sell	1,403 -250	-15%	-$42.3K	0.01%	112
2023 Q4	$273K	Buy	1,653 +111	+7%	+$17.1K	0.01%	114
2023 Q3	$234K	Hold	1,542	–	–	0.01%	115
2023 Q2	$243K	Sell	1,542 -1,582	-51%	-$242K	0.01%	121
2023 Q1	$476K	Buy	3,124 +1,477	+90%	+$228K	0.01%	124
2022 Q4	$250K	Buy	+1,647	New	+$247K	0.01%	115
2022 Q3	–	Sell	-1,466	Closed	-$213K	–	129
2022 Q2	$213K	Sell	1,466 -117	-7%	-$18.3K	0.01%	127
2022 Q1	$263K	Sell	1,583 -62	-4%	-$10.2K	0.01%	129
2021 Q4	$276K	Buy	1,645 +18	+1%	+$2.95K	0.01%	128
2021 Q3	$255K	Sell	1,627 -243	-13%	-$39K	0.01%	129
2021 Q2	$297K	Buy	1,870 +100	+6%	+$15.8K	0.01%	128
2021 Q1	$268K	Hold	1,770	–	–	0.01%	128
2020 Q4	$242K	Hold	1,770	–	–	0.01%	125
2020 Q3	$209K	Sell	1,770 -15	-0.8%	-$1.78K	0.01%	123
2020 Q2	$201K	Buy	+1,785	New	+$196K	0.01%	118
2020 Q1	–	Sell	-2,832	Closed	-$387K	–	125
2019 Q4	$387K	Hold	2,832	–	–	0.02%	116
2019 Q3	$363K	Sell	2,832 -17	-0.6%	-$2.16K	0.02%	109
2019 Q2	$362K	Buy	2,849 +19	+0.7%	+$2.38K	0.02%	111
2019 Q1	$349K	Hold	2,830	–	–	0.02%	113
2018 Q4	$314K	Sell	2,830 -106	-4%	-$12.7K	0.02%	115
2018 Q3	$372K	Sell	2,936 -28	-0.9%	-$3.52K	0.02%	118
2018 Q2	$360K	Sell	2,964 -25	-0.8%	-$3.04K	0.02%	115
2018 Q1	$359K	Sell	2,989 -274	-8%	-$34.2K	0.02%	121
2017 Q4	$406K	Buy	3,263 +75	+2%	+$9.09K	0.03%	125
2017 Q3	$378K	Sell	3,188 -10	-0.3%	-$1.17K	0.03%	122
2017 Q2	$372K	Sell	3,198 -297	-8%	-$34.2K	0.02%	128
2017 Q1	$402K	Sell	3,495 -45	-1%	-$5.16K	0.03%	131
2016 Q4	$397K	Buy	3,540 +5	+0.1%	+$541	0.03%	142
2016 Q3	$373K	Sell	3,535 -560	-14%	-$59K	0.02%	132
2016 Q2	$423K	Sell	4,095 -90	-2%	-$9.09K	0.03%	125
2016 Q1	$414K	Buy	4,185 +305	+8%	+$28.6K	0.03%	132
2015 Q4	$380K	Buy	3,880 +145	+4%	+$14.4K	0.02%	125
2015 Q3	$348K	Sell	3,735 -3,089	-45%	-$307K	0.02%	133
2015 Q2	$704K	Buy	6,824 +595	+10%	+$62.4K	0.03%	215
2015 Q1	$642K	Sell	6,229 -287	-4%	-$29.7K	0.04%	113
2014 Q4	$680K	Sell	6,516 -355	-5%	-$36.2K	0.04%	117
2014 Q3	$688K	Buy	6,871 +210	+3%	+$21.3K	0.04%	116
2014 Q2	$675K	Sell	6,661 -290	-4%	-$28.4K	0.04%	114
2014 Q1	$671K	Sell	6,951 -870	-11%	-$81.5K	0.04%	116
2013 Q4	$737K	Buy	7,821 +30	+0.4%	+$2.72K	0.04%	117
2013 Q3	$672K	Sell	7,791 -125	-2%	-$10.8K	0.04%	120
2013 Q2	$663K	Buy	+7,916	New	+$659K	0.04%	121

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Braun Stacey Associates's IWD Position: Q1 2026 in Review

Braun Stacey Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 79% in Q1 2026, buying an estimated $190K and bringing the position to 1,965 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #103.

Braun Stacey Associates first reported a position in IWD in Q2 2013 and has held it in 50 quarters since. The position peaked at $737K in Q4 2013. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Braun Stacey Associates held 1,965 shares of iShares Russell 1000 Value ETF worth $420K as of Q1 2026.
Braun Stacey Associates bought 867 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $190K.
iShares Russell 1000 Value ETF made up 0.01% of Braun Stacey Associates's portfolio in Q1 2026, its #103 holding.
Braun Stacey Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 50 quarters since.
Braun Stacey Associates's iShares Russell 1000 Value ETF position peaked at $737K in Q4 2013.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Braun Stacey Associates's 13F filing for Q1 2026, filed 22 Apr 2026.