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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
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
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

Campion Asset Management's IWD Position: Q1 2026 in Review

Campion Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.56% in Q1 2026, selling an estimated $1.75K and leaving 1,419 shares worth $303K. The position accounts for 0.21% of the portfolio, ranked #61.

Campion Asset Management first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.1M in Q2 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Campion Asset Management held 1,419 shares of iShares Russell 1000 Value ETF worth $303K as of Q1 2026.
  • Campion Asset Management sold 8 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.75K.
  • iShares Russell 1000 Value ETF made up 0.21% of Campion Asset Management's portfolio in Q1 2026, its #61 holding.
  • Campion Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • Campion Asset Management's iShares Russell 1000 Value ETF position peaked at $1.1M in Q2 2023.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Campion Asset Management's 13F filing for Q1 2026, filed 14 May 2026.