Capital Group Private Client Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Capital Group Private Client Services’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	$1.17M	Buy	4,826 +221	+5%	+$51.5K	0.02%	194
2026 Q1	$984K	Buy	4,605 +791	+21%	+$173K	0.02%	187
2025 Q4	$802K	Sell	3,814 -966	-20%	-$200K	0.01%	214
2025 Q3	$973K	Buy	4,780 +517	+12%	+$103K	0.02%	207
2025 Q2	$828K	Sell	4,263 -26	-0.6%	-$4.82K	0.01%	241
2025 Q1	$807K	Sell	4,289 -41	-0.9%	-$7.81K	0.01%	237
2024 Q4	$802K	Buy	4,330 +918	+27%	+$176K	0.01%	236
2024 Q3	$648K	Sell	3,412 -54	-2%	-$9.84K	0.01%	234
2024 Q2	$605K	Buy	+3,466	New	+$606K	0.01%	237

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

Capital Group Private Client Services's IWD Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q2 2026, buying an estimated $51.5K and bringing the position to 4,826 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #194.

Capital Group Private Client Services first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Capital Group Private Client Services held 4,826 shares of iShares Russell 1000 Value ETF worth $1.17M as of Q2 2026.
Capital Group Private Client Services bought 221 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $51.5K.
iShares Russell 1000 Value ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #194 holding.
Capital Group Private Client Services first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.