C
IWD icon

Certuity’s iShares Russell 1000 Value ETF IWD Stock Holding History

Certuity’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 		$12M Sell
56,139
-9,936
-15% -$2.18M 0.79% 28
2025
Q4 		$13.9M Sell
66,075
-6,813
-9% -$1.41M 0.87% 23
2025
Q3 		$14.8M Buy
72,888
+6,756
+10% +$1.34M 1.02% 23
2025
Q2 		$12.8M Buy
66,132
+379
+0.6% +$70.2K 1.21% 21
2025
Q1 		$12.4M Buy
65,753
+120
+0.2% +$22.9K 1.3% 19
2024
Q4 		$12.2M Buy
65,633
+24,533
+60% +$4.71M 1.32% 19
2024
Q3 		$7.8M Sell
41,100
-15,261
-27% -$2.78M 0.84% 28
2024
Q2 		$9.83M Sell
56,361
-5,043
-8% -$882K 0.78% 29
2024
Q1 		$11M Sell
61,404
-12,395
-17% -$2.1M 0.97% 29
2023
Q4 		$12.2M Sell
73,799
-1,150
-2% -$178K 1.23% 22
2023
Q3 		$11.4M Buy
74,949
+141
+0.2% +$22.4K 1.34% 21
2023
Q2 		$11.8M Sell
74,808
-2,052
-3% -$314K 1.34% 21
2023
Q1 		$11.7M Sell
76,860
-416
-0.5% -$64.2K 1.73% 19
2022
Q4 		$11.7M Buy
77,276
+8,492
+12% +$1.27M 1.86% 19
2022
Q3 		$9.35M Sell
68,784
-883
-1% -$133K 2.17% 11
2022
Q2 		$10.1M Sell
69,667
-18,472
-21% -$2.89M 2.63% 11
2022
Q1 		$14.6M Buy
88,139
+8,769
+11% +$1.44M 3.15% 8
2021
Q4 		$13.3M Buy
79,370
+17,994
+29% +$2.95M 2.86% 8
2021
Q3 		$9.61M Buy
61,376
+1,601
+3% +$257K 1.92% 9
2021
Q2 		$9.48M Buy
59,775
+4,599
+8% +$728K 2.19% 9
2021
Q1 		$8.36M Buy
55,176
+22,096
+67% +$3.2M 2.24% 7
2020
Q4 		$4.52M Buy
33,080
+7,656
+30% +$982K 1.46% 11
2020
Q3 		$3M Sell
25,424
-3,756
-13% -$445K 1.18% 14
2020
Q2 		$3.29M Sell
29,180
-4,535
-13% -$499K 1.53% 10
2020
Q1 		$3.34M Sell
33,715
-13,113
-28% -$1.63M 1.85% 10
2019
Q4 		$6.39M Buy
+46,828
New +$6.17M 3.06% 7

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

Certuity's IWD Position: Q1 2026 in Review

Certuity reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2026, selling an estimated $2.18M and leaving 56,139 shares worth $12M. The position accounts for 0.79% of the portfolio, ranked #28.

Certuity first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $14.8M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Certuity held 56,139 shares of iShares Russell 1000 Value ETF worth $12M as of Q1 2026.
  • Certuity sold 9,936 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.18M.
  • iShares Russell 1000 Value ETF made up 0.79% of Certuity's portfolio in Q1 2026, its #28 holding.
  • Certuity first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Certuity's iShares Russell 1000 Value ETF position peaked at $14.8M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.