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Brighton Jones LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brighton Jones LLC’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 		$7.59M Buy
+35,515
New +$7.78M 0.17% 76
2025
Q4 		– Sell
-34,090
Closed -$6.94M – 505
2025
Q3 		$6.94M Buy
34,090
+280
+0.8% +$55.7K 0.17% 78
2025
Q2 		$6.57M Buy
33,810
+1,828
+6% +$339K 0.18% 75
2025
Q1 		$6.02M Sell
31,982
-4,681
-13% -$891K 0.19% 73
2024
Q4 		$6.79M Buy
36,663
+2,981
+9% +$572K 0.2% 67
2024
Q3 		$6.39M Sell
33,682
-4,056
-11% -$739K 0.24% 55
2024
Q2 		$6.58M Buy
37,738
+4,568
+14% +$799K 0.22% 59
2024
Q1 		$5.94M Buy
33,170
+244
+0.7% +$41.3K 0.21% 64
2023
Q4 		$5.44M Buy
32,926
+4,404
+15% +$680K 0.23% 66
2023
Q3 		$4.33M Buy
28,522
+166
+0.6% +$26.3K 0.22% 67
2023
Q2 		$4.48M Buy
28,356
+760
+3% +$116K 0.23% 64
2023
Q1 		$4.2M Buy
27,596
+261
+1% +$40.3K 0.24% 61
2022
Q4 		$4.15M Sell
27,335
-862
-3% -$129K 0.25% 54
2022
Q3 		$3.83M Sell
28,197
-330
-1% -$49.6K 0.22% 53
2022
Q2 		$4.14M Buy
28,527
+187
+0.7% +$29.3K 0.24% 48
2022
Q1 		$4.7M Buy
28,340
+296
+1% +$48.6K 0.22% 53
2021
Q4 		$4.71M Buy
28,044
+124
+0.4% +$20.3K 0.22% 52
2021
Q3 		$4.37M Buy
27,920
+5,042
+22% +$808K 0.23% 50
2021
Q2 		$3.63M Buy
22,878
+3,802
+20% +$602K 0.19% 55
2021
Q1 		$2.89M Buy
19,076
+2,646
+16% +$383K 0.17% 60
2020
Q4 		$2.25M Buy
16,430
+1,106
+7% +$142K 0.14% 69
2020
Q3 		$1.81M Buy
15,324
+767
+5% +$91K 0.13% 69
2020
Q2 		$1.64M Sell
14,557
-1,088
-7% -$120K 0.13% 70
2020
Q1 		$1.55M Buy
15,645
+644
+4% +$80.3K 0.16% 64
2019
Q4 		$2.05M Buy
15,001
+311
+2% +$41K 0.22% 62
2019
Q3 		$1.88M Sell
14,690
-548
-4% -$69.6K 0.22% 61
2019
Q2 		$1.94M Buy
15,238
+1,489
+11% +$186K 0.23% 58
2019
Q1 		$1.7M Buy
13,749
+190
+1% +$22.8K 0.21% 67
2018
Q4 		$1.51M Sell
13,559
-239
-2% -$28.6K 0.22% 61
2018
Q3 		$1.75M Buy
13,798
+47
+0.3% +$5.9K 0.21% 57
2018
Q2 		$1.67M Sell
13,751
-2,087
-13% -$254K 0.21% 58
2018
Q1 		$1.9M Buy
15,838
+2,117
+15% +$264K 0.26% 47
2017
Q4 		$1.71M Sell
13,721
-522
-4% -$63.3K 0.21% 54
2017
Q3 		$1.69M Buy
14,243
+258
+2% +$30.1K 0.22% 49
2017
Q2 		$1.63M Buy
13,985
+837
+6% +$96.3K 0.23% 50
2017
Q1 		$1.51M Buy
13,148
+8,437
+179% +$967K 0.37% 27
2016
Q4 		$528K Sell
4,711
-9,086
-66% -$982K 0.2% 38
2016
Q3 		$1.46M Sell
13,797
-261
-2% -$27.5K 0.24% 51
2016
Q2 		$1.45M Sell
14,058
-1,782
-11% -$180K 0.26% 49
2016
Q1 		$1.57M Sell
15,840
-837
-5% -$78.4K 0.29% 44
2015
Q4 		$1.63M Buy
16,677
+402
+2% +$39.9K 0.32% 41
2015
Q3 		$1.52M Buy
16,275
+559
+4% +$55.5K 0.32% 39
2015
Q2 		$1.62M Buy
15,716
+608
+4% +$63.8K 0.37% 35
2015
Q1 		$1.56M Sell
15,108
-3
-0% -$311 0.35% 35
2014
Q4 		$1.58M Sell
15,111
-163
-1% -$16.6K 0.36% 40
2014
Q3 		$1.53M Buy
15,274
+305
+2% +$30.9K 0.34% 38
2014
Q2 		$1.52M Buy
14,969
+747
+5% +$73.3K 0.34% 37
2014
Q1 		$1.37M Sell
14,222
-5,132
-27% -$481K 0.32% 38
2013
Q4 		$1.82M Buy
19,354
+482
+3% +$43.7K 0.42% 30
2013
Q3 		$1.63M Buy
18,872
+448
+2% +$38.9K 0.43% 27
2013
Q2 		$1.54M Buy
+18,424
New +$1.53M 0.46% 20

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 $424B AUM 22.96% 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

Brighton Jones LLC's IWD Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 35,515 shares worth $7.59M. The stake represents 0.17% of the portfolio and ranks #76 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in IWD as recently as Q3 2025.

Brighton Jones LLC first reported a position in IWD in Q2 2013 and has held it in 51 quarters since. 1,903 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Brighton Jones LLC held 35,515 shares of iShares Russell 1000 Value ETF worth $7.59M as of Q1 2026.
  • iShares Russell 1000 Value ETF was a new Brighton Jones LLC position in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.17% of Brighton Jones LLC's portfolio in Q1 2026, its #76 holding.
  • Brighton Jones LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.