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Canal Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Canal Capital 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 		$502K Buy
2,071
+6
+0.3% +$1.4K 0.06% 136
2026
Q1 		$441K Buy
2,065
+6
+0.3% +$1.31K 0.06% 137
2025
Q4 		$433K Buy
2,059
+9
+0.4% +$1.86K 0.06% 123
2025
Q3 		$417K Buy
2,050
+8
+0.4% +$1.59K 0.06% 129
2025
Q2 		$397K Buy
2,042
+8
+0.4% +$1.48K 0.06% 128
2025
Q1 		$383K Buy
2,034
+8
+0.4% +$1.52K 0.06% 117
2024
Q4 		$375K Buy
2,026
+9
+0.4% +$1.73K 0.06% 128
2024
Q3 		$383K Buy
2,017
+9
+0.4% +$1.64K 0.06% 118
2024
Q2 		$350K Buy
2,008
+8
+0.4% +$1.4K 0.06% 120
2024
Q1 		$358K Buy
2,000
+7
+0.4% +$1.18K 0.06% 117
2023
Q4 		$329K Buy
1,993
+22
+1% +$3.4K 0.06% 129
2023
Q3 		$299K Hold
1,971
– – 0.06% 121
2023
Q2 		$311K Buy
1,971
+6
+0.3% +$917 0.06% 121
2023
Q1 		$299K Buy
1,965
+9
+0.5% +$1.39K 0.07% 125
2022
Q4 		$297K Buy
1,956
+11
+0.6% +$1.65K 0.07% 128
2022
Q3 		$264K Buy
1,945
+12
+0.6% +$1.8K 0.08% 120
2022
Q2 		$280K Buy
1,933
+7
+0.4% +$1.09K 0.08% 122
2022
Q1 		$320K Buy
1,926
+7
+0.4% +$1.15K 0.09% 118
2021
Q4 		$322K Buy
1,919
+7
+0.4% +$1.15K 0.08% 117
2021
Q3 		$299K Buy
1,912
+9
+0.5% +$1.44K 0.09% 109
2021
Q2 		$302K Buy
1,903
+6
+0.3% +$950 0.09% 112
2021
Q1 		$288K Buy
1,897
+6
+0.3% +$868 0.1% 111
2020
Q4 		$258K Buy
1,891
+8
+0.4% +$1.03K 0.1% 112
2020
Q3 		$222K Buy
1,883
+59
+3% +$7K 0.1% 111
2020
Q2 		$205K Buy
+1,824
New +$201K 0.1% 107
2020
Q1 		– Sell
-1,842
Closed -$251K – 109
2019
Q4 		$251K Buy
1,842
+14
+0.8% +$1.84K 0.13% 104
2019
Q3 		$234K Buy
1,828
+10
+0.6% +$1.27K 0.14% 107
2019
Q2 		$231K Buy
1,818
+9
+0.5% +$1.13K 0.14% 101
2019
Q1 		$223K Sell
1,809
-659
-27% -$79.2K 0.14% 99
2018
Q4 		$274K Buy
2,468
+31
+1% +$3.71K 0.19% 99
2018
Q3 		$309K Buy
2,437
+13
+0.5% +$1.63K 0.18% 102
2018
Q2 		$294K Hold
2,424
– – 0.16% 112
2018
Q1 		$291K Buy
2,424
+13
+0.5% +$1.62K 0.17% 110
2017
Q4 		$300K Buy
2,411
+11
+0.5% +$1.33K 0.17% 104
2017
Q3 		$284K Hold
2,400
– – 0.17% 102
2017
Q2 		$279K Buy
2,400
+200
+9% +$23K 0.17% 104
2017
Q1 		$253K Sell
2,200
-2,950
-57% -$338K 0.17% 100
2016
Q4 		$577K Buy
+5,150
New +$557K 0.47% 53

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Canal Capital Management's IWD Position: Q2 2026 in Review

Canal Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.29% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,071 shares worth $502K. The position accounts for 0.06% of the portfolio, ranked #136.

Canal Capital Management first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $577K in Q4 2016. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Canal Capital Management held 2,071 shares of iShares Russell 1000 Value ETF worth $502K as of Q2 2026.
  • Canal Capital Management bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Russell 1000 Value ETF made up 0.06% of Canal Capital Management's portfolio in Q2 2026, its #136 holding.
  • Canal Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Canal Capital Management's iShares Russell 1000 Value ETF position peaked at $577K in Q4 2016.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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