Chilton Investment Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Chilton Investment Company’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	$4.22M	Buy	19,736 +18,323	+1,297%	+$4.01M	0.1%	88
2025 Q4	$297K	Buy	+1,413	New	+$292K	0.01%	242
2022 Q4	–	Sell	-2,592	Closed	-$352K	–	155
2022 Q3	$352K	Buy	+2,592	New	+$390K	0.01%	128
2022 Q2	–	Sell	-1,548	Closed	-$257K	–	165
2022 Q1	$257K	Sell	1,548 -9,812	-86%	-$1.61M	0.01%	135
2021 Q4	$1.91M	Sell	11,360 -58	-0.5%	-$9.5K	0.04%	80
2021 Q3	$1.79M	Buy	+11,418	New	+$1.83M	0.04%	83

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Chilton Investment Company's IWD Position: Q1 2026 in Review

Chilton Investment Company increased its iShares Russell 1000 Value ETF (IWD) stake by 1,297% in Q1 2026, buying an estimated $4.01M and bringing the position to 19,736 shares worth $4.22M. The position accounts for 0.1% of the portfolio, ranked #88.

Chilton Investment Company first reported a position in IWD in Q3 2021 and has held it in 6 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Chilton Investment Company held 19,736 shares of iShares Russell 1000 Value ETF worth $4.22M as of Q1 2026.
Chilton Investment Company bought 18,323 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $4.01M.
iShares Russell 1000 Value ETF made up 0.1% of Chilton Investment Company's portfolio in Q1 2026, its #88 holding.
Chilton Investment Company first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 6 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.