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

Chilton Capital Management’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 		– Sell
-70
Closed -$14.7K – 699
2025
Q4 		$14.7K Hold
70
– – ﹤0.01% 435
2025
Q3 		$14.3K Sell
70
-43
-38% -$8.55K ﹤0.01% 458
2025
Q2 		$21.9K Sell
113
-103
-48% -$19.1K ﹤0.01% 409
2025
Q1 		$40.6K Buy
216
+28
+15% +$5.33K ﹤0.01% 340
2024
Q4 		$34.8K Hold
188
– – ﹤0.01% 369
2024
Q3 		$35.7K Sell
188
-52
-22% -$9.47K ﹤0.01% 378
2024
Q2 		$41.9K Sell
240
-44
-15% -$7.69K ﹤0.01% 377
2024
Q1 		$50.9K Hold
284
– – ﹤0.01% 349
2023
Q4 		$46.9K Buy
284
+44
+18% +$6.79K ﹤0.01% 358
2023
Q3 		$36.4K Hold
240
– – ﹤0.01% 342
2023
Q2 		$37.9K Sell
240
-150
-38% -$22.9K ﹤0.01% 355
2023
Q1 		$59.4K Buy
+390
New +$60.2K ﹤0.01% 327
2022
Q3 		– Sell
-240
Closed -$35K – 413
2022
Q2 		$35K Buy
+240
New +$37.5K ﹤0.01% 353
2022
Q1 		– Sell
-240
Closed -$40K – 410
2021
Q4 		$40K Buy
+240
New +$39.3K ﹤0.01% 355
2018
Q4 		– Sell
-1,700
Closed -$215K – 202
2018
Q3 		$215K Hold
1,700
– – 0.02% 200
2018
Q2 		$206K Hold
1,700
– – 0.02% 207
2018
Q1 		$204K Sell
1,700
-1,738
-51% -$217K 0.02% 193
2017
Q4 		$427K Buy
+3,438
New +$417K 0.04% 140

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Chilton Capital Management's IWD Position: Q1 2026 in Review

Chilton Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 70 shares — an estimated $14.7K sold.

Chilton Capital Management first reported a position in IWD in Q4 2017 and held it in 18 quarters. The position peaked at $427K in Q4 2017. 1,908 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Chilton Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Chilton Capital Management sold 70 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.7K.
  • Chilton Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 18 quarters.
  • Chilton Capital Management's iShares Russell 1000 Value ETF position peaked at $427K in Q4 2017.
  • 1,908 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.