Caitlin John’s iShares Russell 1000 Value ETF IWD Stock Holding History

Caitlin John’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	$63K	Hold	260	–	–	0.03%	331
2026 Q1	$55.6K	Hold	260	–	–	0.03%	294
2025 Q4	$54.7K	Hold	260	–	–	0.04%	298
2025 Q3	$52.9K	Buy	+260	New	+$51.7K	0.04%	255
2025 Q1	–	Sell	-260	Closed	-$48.1K	–	461
2024 Q4	$48.1K	Hold	260	–	–	0.03%	236
2024 Q3	$50.7K	Hold	260	–	–	0.03%	237
2024 Q2	$45.4K	Hold	260	–	–	0.03%	254
2024 Q1	$46.6K	Sell	260 -63	-20%	-$10.7K	0.03%	248
2023 Q4	$53.3K	Buy	+323	New	+$49.9K	0.04%	207

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

Caitlin John's IWD Position: Q2 2026 in Review

Caitlin John held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 260 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #331.

Caitlin John first reported a position in IWD in Q4 2023 and has held it in 9 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Caitlin John held 260 shares of iShares Russell 1000 Value ETF worth $63K as of Q2 2026.
Caitlin John left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #331 holding.
Caitlin John first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 9 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.