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Bridges Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bridges Investment 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 		$61.5M Sell
253,556
-3,697
-1% -$861K 0.75% 37
2026
Q1 		$55M Sell
257,253
-10,373
-4% -$2.27M 0.74% 36
2025
Q4 		$56.3M Sell
267,626
-5,450
-2% -$1.13M 0.71% 38
2025
Q3 		$55.6M Sell
273,076
-103,996
-28% -$20.7M 0.71% 36
2025
Q2 		$73.2M Sell
377,072
-8,627
-2% -$1.6M 0.99% 30
2025
Q1 		$72.6M Buy
385,699
+21,663
+6% +$4.13M 1.05% 28
2024
Q4 		$67.4M Sell
364,036
-4,047
-1% -$776K 0.94% 34
2024
Q3 		$69.9M Buy
368,083
+8,767
+2% +$1.6M 0.98% 31
2024
Q2 		$62.7M Buy
359,316
+119,594
+50% +$20.9M 0.95% 32
2024
Q1 		$42.9M Buy
239,722
+4,808
+2% +$814K 1.34% 22
2023
Q4 		$38.8M Sell
234,914
-27,084
-10% -$4.18M 1.29% 24
2023
Q3 		$39.8M Buy
261,998
+3,634
+1% +$576K 1.41% 21
2023
Q2 		$40.8M Sell
258,364
-24,729
-9% -$3.78M 1.37% 20
2023
Q1 		$43.1M Sell
283,093
-18,241
-6% -$2.82M 1.53% 19
2022
Q4 		$45.7M Sell
301,334
-7,448
-2% -$1.11M 1.68% 17
2022
Q3 		$42M Sell
308,782
-22,064
-7% -$3.32M 1.62% 18
2022
Q2 		$48M Sell
330,846
-11,705
-3% -$1.83M 1.74% 16
2022
Q1 		$56.9M Buy
342,551
+125
+0% +$20.5K 1.76% 15
2021
Q4 		$57.5M Buy
342,426
+3,663
+1% +$600K 1.68% 16
2021
Q3 		$53M Sell
338,763
-5,571
-2% -$893K 1.67% 16
2021
Q2 		$54.6M Sell
344,334
-11,479
-3% -$1.82M 1.62% 17
2021
Q1 		$53.9M Sell
355,813
-1,787
-0.5% -$259K 1.58% 19
2020
Q4 		$48.9M Sell
357,600
-10,054
-3% -$1.29M 1.5% 20
2020
Q3 		$43.4M Sell
367,654
-2,829
-0.8% -$336K 1.47% 20
2020
Q2 		$41.7M Buy
370,483
+1,838
+0.5% +$202K 1.52% 19
2020
Q1 		$36.6M Buy
368,645
+12,668
+4% +$1.58M 1.65% 16
2019
Q4 		$48.6M Sell
355,977
-23,645
-6% -$3.12M 1.8% 15
2019
Q3 		$48.7M Sell
379,622
-11,300
-3% -$1.44M 1.86% 14
2019
Q2 		$49.7M Buy
390,922
+2,119
+0.5% +$265K 1.9% 15
2019
Q1 		$48M Buy
388,803
+9,887
+3% +$1.19M 1.96% 15
2018
Q4 		$42.1M Buy
378,916
+27,063
+8% +$3.24M 1.98% 14
2018
Q3 		$44.6M Buy
351,853
+8,860
+3% +$1.11M 2.2% 11
2018
Q2 		$41.6M Buy
342,993
+8,369
+3% +$1.02M 1.87% 15
2018
Q1 		$40.1M Buy
334,624
+96,549
+41% +$12M 1.85% 14
2017
Q4 		$29.6M Buy
238,075
+730
+0.3% +$88.5K 2.38% 11
2017
Q3 		$28.1M Buy
237,345
+11,775
+5% +$1.37M 2.66% 11
2017
Q2 		$26.3M Buy
225,570
+71
+0% +$8.17K 3.52% 7
2017
Q1 		$25.9M Sell
225,499
-22,990
-9% -$2.64M 3.58% 7
2016
Q4 		$27.8M Buy
248,489
+9,516
+4% +$1.03M 3.95% 5
2016
Q3 		$25.2M Sell
238,973
-3,418
-1% -$360K 4.2% 6
2016
Q2 		$25M Buy
242,391
+23,120
+11% +$2.33M 4.32% 5
2016
Q1 		$21.7M Buy
219,271
+11,597
+6% +$1.09M 3.94% 6
2015
Q4 		$20.3M Buy
207,674
+9,372
+5% +$930K 3.63% 6
2015
Q3 		$20.5M Hold
198,302
– – 3.55% 6
2015
Q2 		$20.5M Buy
198,302
+2,265
+1% +$238K 3.55% 6
2015
Q1 		$20.2M Buy
196,037
+811
+0.4% +$84K 3.54% 6
2014
Q4 		$20.4M Sell
195,226
-28,739
-13% -$2.93M 3.61% 6
2014
Q3 		$22.4M Buy
223,965
+1,326
+0.6% +$134K 4.2% 4
2014
Q2 		$22.5M Buy
222,639
+630
+0.3% +$61.8K 4.3% 4
2014
Q1 		$21.4M Buy
222,009
+13,799
+7% +$1.29M 4.47% 4
2013
Q4 		$19.6M Buy
208,210
+4,480
+2% +$406K 4.41% 4
2013
Q3 		$17.6M Buy
203,730
+715
+0.4% +$62K 4.36% 4
2013
Q2 		$17M Buy
+203,015
New +$16.9M 4.49% 4

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bridges Investment Management's IWD Position: Q2 2026 in Review

Bridges Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2026, selling an estimated $861K and leaving 253,556 shares worth $61.5M. The position accounts for 0.75% of the portfolio, ranked #37.

Bridges Investment Management first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $73.2M in Q2 2025. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bridges Investment Management held 253,556 shares of iShares Russell 1000 Value ETF worth $61.5M as of Q2 2026.
  • Bridges Investment Management sold 3,697 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $861K.
  • iShares Russell 1000 Value ETF made up 0.75% of Bridges Investment Management's portfolio in Q2 2026, its #37 holding.
  • Bridges Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Bridges Investment Management's iShares Russell 1000 Value ETF position peaked at $73.2M in Q2 2025.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.