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

Chicago Capital’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	$308K	Buy	1,272 +204	+19%	+$47.5K	0.01%	316
2026 Q1	$228K	Hold	1,068	–	–	0.01%	335
2025 Q4	$225K	Hold	1,068	–	–	0.01%	336
2025 Q3	$217K	Buy	+1,068	New	+$212K	0.01%	344
2022 Q2	–	Sell	-1,363	Closed	-$226K	–	250
2022 Q1	$226K	Hold	1,363	–	–	0.01%	238
2021 Q4	$229K	Sell	1,363 -2,016	-60%	-$330K	0.01%	234
2021 Q3	$529K	Hold	3,379	–	–	0.02%	174
2021 Q2	$536K	Buy	3,379 +427	+14%	+$67.6K	0.02%	172
2021 Q1	$447K	Sell	2,952 -1,635	-36%	-$237K	0.02%	181
2020 Q4	$627K	Buy	+4,587	New	+$588K	0.03%	147

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Chicago Capital's IWD Position: Q2 2026 in Review

Chicago Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 19% in Q2 2026, buying an estimated $47.5K and bringing the position to 1,272 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #316.

Chicago Capital first reported a position in IWD in Q4 2020 and has held it in 10 quarters since. The position peaked at $627K in Q4 2020. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Chicago Capital held 1,272 shares of iShares Russell 1000 Value ETF worth $308K as of Q2 2026.
Chicago Capital bought 204 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $47.5K.
iShares Russell 1000 Value ETF made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #316 holding.
Chicago Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 10 quarters since.
Chicago Capital's iShares Russell 1000 Value ETF position peaked at $627K in Q4 2020.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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