Brooklyn Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brooklyn Investment Group’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	$790K	Buy	3,696 +1,278	+53%	+$280K	0.02%	698
2025 Q4	$513K	Buy	+2,418	New	+$499K	0.02%	641
2025 Q3	–	Sell	-143	Closed	-$27.8K	–	1679
2025 Q2	$27.8K	Buy	143 +13	+10%	+$2.41K	﹤0.01%	1668
2025 Q1	$24.5K	Hold	130	–	–	0.01%	1062
2024 Q4	$24.1K	Buy	+130	New	+$24.9K	0.01%	706

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Brooklyn Investment Group's IWD Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell 1000 Value ETF (IWD) stake by 53% in Q1 2026, buying an estimated $280K and bringing the position to 3,696 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #698.

Brooklyn Investment Group first reported a position in IWD in Q4 2024 and has held it in 5 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Brooklyn Investment Group held 3,696 shares of iShares Russell 1000 Value ETF worth $790K as of Q1 2026.
Brooklyn Investment Group bought 1,278 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $280K.
iShares Russell 1000 Value ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #698 holding.
Brooklyn Investment Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 5 quarters since.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.