Campion Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Campion Asset Management’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	$344K	Hold	1,419	–	–	0.21%	63
2026 Q1	$303K	Sell	1,419 -8	-0.6%	-$1.75K	0.21%	61
2025 Q4	$300K	Sell	1,427 -391	-22%	-$80.8K	0.21%	66
2025 Q3	$370K	Sell	1,818 -125	-6%	-$24.9K	0.26%	61
2025 Q2	$377K	Hold	1,943	–	–	0.28%	58
2025 Q1	$366K	Sell	1,943 -50	-3%	-$9.52K	0.28%	62
2024 Q4	$369K	Sell	1,993 -111	-5%	-$21.3K	0.28%	58
2024 Q3	$399K	Sell	2,104 -567	-21%	-$103K	0.29%	63
2024 Q2	$466K	Sell	2,671 -53	-2%	-$9.27K	0.37%	55
2024 Q1	$488K	Sell	2,724 -2,523	-48%	-$427K	0.38%	55
2023 Q4	$867K	Buy	5,247 +60	+1%	+$9.27K	0.73%	24
2023 Q3	$787K	Sell	5,187 -1,770	-25%	-$281K	0.73%	27
2023 Q2	$1.1M	Buy	6,957 +15	+0.2%	+$2.29K	0.98%	21
2023 Q1	$1.06M	Sell	6,942 -30	-0.4%	-$4.63K	1%	22
2022 Q4	$1.06M	Buy	6,972 +140	+2%	+$21K	1.04%	20
2022 Q3	$929K	Buy	6,832 +445	+7%	+$66.9K	0.98%	25
2022 Q2	$926K	Buy	6,387 +208	+3%	+$32.5K	0.92%	25
2022 Q1	$1.03M	Buy	6,179 +260	+4%	+$42.7K	0.87%	24
2021 Q4	$994K	Buy	5,919 +2,732	+86%	+$448K	0.82%	22
2021 Q3	$499K	Buy	3,187 +990	+45%	+$159K	0.45%	45
2021 Q2	$348K	Buy	+2,197	New	+$348K	0.29%	67

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

Campion Asset Management's IWD Position: Q2 2026 in Review

Campion Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,419 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #63.

Campion Asset Management first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.1M in Q2 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Campion Asset Management held 1,419 shares of iShares Russell 1000 Value ETF worth $344K as of Q2 2026.
Campion Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.21% of Campion Asset Management's portfolio in Q2 2026, its #63 holding.
Campion Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
Campion Asset Management's iShares Russell 1000 Value ETF position peaked at $1.1M in Q2 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.