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 Q3	$265K	Sell	1,068 -204	-16%	-$51.6K	0.01%	337
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Chicago Capital's IWD Position: Q3 2026 in Review

Chicago Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q3 2026, selling an estimated $51.6K and leaving 1,068 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #337.

Chicago Capital first reported a position in IWD in Q4 2020 and has held it in 11 quarters since. The position peaked at $627K in Q4 2020. 1,363 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Chicago Capital held 1,068 shares of iShares Russell 1000 Value ETF worth $265K as of Q3 2026.
Chicago Capital sold 204 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $51.6K.
iShares Russell 1000 Value ETF made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #337 holding.
Chicago Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 11 quarters since.
Chicago Capital's iShares Russell 1000 Value ETF position peaked at $627K in Q4 2020.
1,363 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.