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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
Q2 		$13.6M Buy
56,216
+77
+0.1% +$17.9K 0.67% 28
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 $1.55T 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

Certuity's IWD Position: Q2 2026 in Review

Certuity increased its iShares Russell 1000 Value ETF (IWD) stake by 0.14% in Q2 2026, buying an estimated $17.9K and bringing the position to 56,216 shares worth $13.6M. The position accounts for 0.67% of the portfolio, ranked #28.

Certuity first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.8M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Certuity held 56,216 shares of iShares Russell 1000 Value ETF worth $13.6M as of Q2 2026.
  • Certuity bought 77 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.9K.
  • iShares Russell 1000 Value ETF made up 0.67% of Certuity's portfolio in Q2 2026, its #28 holding.
  • Certuity first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Certuity's iShares Russell 1000 Value ETF position peaked at $14.8M in Q3 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.