C.M. Bidwell & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

C.M. Bidwell & 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 Q2	$30.1K	Hold	124	–	–	0.01%	251
2026 Q1	$26.5K	Hold	124	–	–	0.01%	249
2025 Q4	$26.1K	Hold	124	–	–	0.01%	249
2025 Q3	$25.2K	Hold	124	–	–	0.01%	244
2025 Q2	$24.1K	Hold	124	–	–	0.01%	245
2025 Q1	$23.3K	Hold	124	–	–	0.01%	244
2024 Q4	$23K	Hold	124	–	–	0.01%	251
2024 Q3	$23.5K	Hold	124	–	–	0.01%	250
2024 Q2	$21.6K	Hold	124	–	–	0.01%	257
2024 Q1	$22.2K	Hold	124	–	–	0.02%	257
2023 Q4	$20.5K	Hold	124	–	–	0.02%	266
2023 Q3	$18.8K	Hold	124	–	–	0.01%	337
2023 Q2	$19.6K	Hold	124	–	–	0.01%	348
2023 Q1	$18.9K	Hold	124	–	–	0.01%	346
2022 Q4	$18.8K	Hold	124	–	–	0.01%	338
2022 Q3	$17K	Hold	124	–	–	0.01%	332
2022 Q2	$18K	Hold	124	–	–	0.01%	330
2022 Q1	$21K	Hold	124	–	–	0.01%	331
2021 Q4	$21K	Hold	124	–	–	0.01%	344
2021 Q3	$19K	Hold	124	–	–	0.01%	357
2021 Q2	$20K	Hold	124	–	–	0.01%	351
2021 Q1	$19K	Hold	124	–	–	0.01%	352
2020 Q4	$17K	Hold	124	–	–	0.01%	343
2020 Q3	$15K	Hold	124	–	–	0.01%	321
2020 Q2	$14K	Buy	+124	New	+$13.6K	0.01%	319

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

C.M. Bidwell & Associates's IWD Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 124 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #251.

C.M. Bidwell & Associates first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

C.M. Bidwell & Associates held 124 shares of iShares Russell 1000 Value ETF worth $30.1K as of Q2 2026.
C.M. Bidwell & Associates left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #251 holding.
C.M. Bidwell & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.