Choate Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Choate Investment Advisors’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	$1.4M	Hold	5,786	–	–	0.02%	207
2026 Q1	$1.24M	Hold	5,786	–	–	0.02%	212
2025 Q4	$1.22M	Sell	5,786 -140	-2%	-$28.9K	0.02%	209
2025 Q3	$1.21M	Sell	5,926 -60	-1%	-$11.9K	0.03%	192
2025 Q2	$1.16M	Buy	5,986 +400	+7%	+$74.1K	0.03%	186
2025 Q1	$1.05M	Hold	5,586	–	–	0.03%	182
2024 Q4	$1.03M	Hold	5,586	–	–	0.02%	188
2024 Q3	$1.06M	Sell	5,586 -855	-13%	-$156K	0.03%	192
2024 Q2	$1.12M	Hold	6,441	–	–	0.03%	183
2024 Q1	$1.15M	Hold	6,441	–	–	0.03%	184
2023 Q4	$1.06M	Hold	6,441	–	–	0.03%	177
2023 Q3	$978K	Buy	6,441 +1,381	+27%	+$219K	0.04%	165
2023 Q2	$799K	Sell	5,060 -817	-14%	-$125K	0.03%	164
2023 Q1	$895K	Hold	5,877	–	–	0.04%	134
2022 Q4	$891K	Sell	5,877 -3,368	-36%	-$504K	0.05%	135
2022 Q3	$1.26M	Hold	9,245	–	–	0.08%	91
2022 Q2	$1.34M	Hold	9,245	–	–	0.08%	98
2022 Q1	$1.53M	Sell	9,245 -710	-7%	-$117K	0.08%	107
2021 Q4	$1.67M	Hold	9,955	–	–	0.1%	92
2021 Q3	$1.56M	Hold	9,955	–	–	0.1%	85
2021 Q2	$1.58M	Hold	9,955	–	–	0.1%	83
2021 Q1	$1.51M	Buy	9,955 +3,368	+51%	+$487K	0.09%	88
2020 Q4	$901K	Buy	6,587 +817	+14%	+$105K	0.05%	122
2020 Q3	$682K	Hold	5,770	–	–	0.04%	135
2020 Q2	$650K	Sell	5,770 -170	-3%	-$18.7K	0.05%	134
2020 Q1	$589K	Hold	5,940	–	–	0.05%	137
2019 Q4	$811K	Hold	5,940	–	–	0.05%	123
2019 Q3	$762K	Hold	5,940	–	–	0.05%	130
2019 Q2	$756K	Hold	5,940	–	–	0.05%	130
2019 Q1	$734K	Hold	5,940	–	–	0.04%	132
2018 Q4	$660K	Buy	+5,940	New	+$712K	0.04%	131
2018 Q3	–	Sell	-5,940	Closed	-$721K	–	210
2018 Q2	$721K	Hold	5,940	–	–	0.04%	135
2018 Q1	$713K	Hold	5,940	–	–	0.04%	140
2017 Q4	$739K	Hold	5,940	–	–	0.04%	145
2017 Q3	$704K	Hold	5,940	–	–	0.04%	148
2017 Q2	$692K	Hold	5,940	–	–	0.04%	147
2017 Q1	$683K	Hold	5,940	–	–	0.04%	145
2016 Q4	$665K	Hold	5,940	–	–	0.04%	138
2016 Q3	$627K	Hold	5,940	–	–	0.04%	140
2016 Q2	$613K	Hold	5,940	–	–	0.04%	134
2016 Q1	$587K	Buy	+5,940	New	+$556K	0.04%	136
2015 Q4	–	Sell	-5,940	Closed	-$554K	–	276
2015 Q3	$554K	Buy	+5,940	New	+$590K	0.04%	145

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Choate Investment Advisors's IWD Position: Q2 2026 in Review

Choate Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,786 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #207.

Choate Investment Advisors first reported a position in IWD in Q3 2015 and has held it in 42 quarters since. The position peaked at $1.67M in Q4 2021. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Choate Investment Advisors held 5,786 shares of iShares Russell 1000 Value ETF worth $1.4M as of Q2 2026.
Choate Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #207 holding.
Choate Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and has held it in 42 quarters since.
Choate Investment Advisors's iShares Russell 1000 Value ETF position peaked at $1.67M in Q4 2021.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.