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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
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
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 $374B AUM 17.66% 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

Caitlin John's IWD Position: Q1 2026 in Review

Caitlin John held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 260 shares worth $55.6K. The position accounts for 0.03% of the portfolio, ranked #294.

Caitlin John first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Caitlin John held 260 shares of iShares Russell 1000 Value ETF worth $55.6K as of Q1 2026.
  • Caitlin John left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Caitlin John's portfolio in Q1 2026, its #294 holding.
  • Caitlin John first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.