Clarius Group LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $5.11M | Buy |
24,276
+1,500
| +7% | +$310K | 0.29% | 42 |
|
|
2025
Q3 | $4.64M | Sell |
22,776
-30
| -0.1% | -$5.97K | 0.27% | 43 |
|
|
2025
Q2 | $4.43M | Hold |
22,806
| – | – | 0.26% | 47 |
|
|
2025
Q1 | $4.29M | Buy |
22,806
+11,200
| +97% | +$2.13M | 0.27% | 45 |
|
|
2024
Q4 | $2.15M | Hold |
11,606
| – | – | 0.15% | 67 |
|
|
2024
Q3 | $2.2M | Hold |
11,606
| – | – | 0.15% | 65 |
|
|
2024
Q2 | $2.02M | Hold |
11,606
| – | – | 0.14% | 71 |
|
|
2024
Q1 | $2.08M | Buy |
11,606
+3,300
| +40% | +$558K | 0.14% | 67 |
|
|
2023
Q4 | $1.37M | Hold |
8,306
| – | – | 0.11% | 99 |
|
|
2023
Q3 | $1.26M | Hold |
8,306
| – | – | 0.12% | 94 |
|
|
2023
Q2 | $1.31M | Hold |
8,306
| – | – | 0.1% | 107 |
|
|
2023
Q1 | $1.26M | Hold |
8,306
| – | – | 0.11% | 109 |
|
|
2022
Q4 | $1.26M | Hold |
8,306
| – | – | 0.11% | 110 |
|
|
2022
Q3 | $1.13M | Hold |
8,306
| – | – | 0.11% | 108 |
|
|
2022
Q2 | $1.2M | Hold |
8,306
| – | – | 0.12% | 108 |
|
|
2022
Q1 | $1.4M | Hold |
8,306
| – | – | 0.11% | 101 |
|
|
2021
Q4 | $1.4M | Hold |
8,306
| – | – | 0.11% | 101 |
|
|
2021
Q3 | $1.3M | Sell |
8,306
-10
| -0.1% | -$1.6K | 0.12% | 97 |
|
|
2021
Q2 | $1.32M | Hold |
8,316
| – | – | 0.12% | 98 |
|
|
2021
Q1 | $1.26M | Hold |
8,316
| – | – | 0.12% | 95 |
|
|
2020
Q4 | $1.14M | Hold |
8,316
| – | – | 0.12% | 87 |
|
|
2020
Q3 | $982K | Hold |
8,316
| – | – | 0.13% | 86 |
|
|
2020
Q2 | $937K | Sell |
8,316
-21,869
| -72% | -$2.41M | 0.13% | 84 |
|
|
2020
Q1 | $2.99M | Hold |
30,185
| – | – | 0.56% | 22 |
|
|
2019
Q4 | $4.14M | Hold |
30,185
| – | – | 0.66% | 21 |
|
|
2019
Q3 | $3.87M | Hold |
30,185
| – | – | 0.71% | 21 |
|
|
2019
Q2 | $3.84M | Hold |
30,185
| – | – | 0.77% | 21 |
|
|
2019
Q1 | $3.73M | Hold |
30,185
| – | – | 0.91% | 17 |
|
|
2018
Q4 | $3.35M | Hold |
30,185
| – | – | 1.22% | 14 |
|
|
2018
Q3 | $3.82M | Hold |
30,185
| – | – | 1.35% | 10 |
|
|
2018
Q2 | $3.66M | Sell |
30,185
-115
| -0.4% | -$14K | 1.52% | 9 |
|
|
2018
Q1 | $3.63M | Hold |
30,300
| – | – | 1.66% | 9 |
|
|
2017
Q4 | $3.77M | Sell |
30,300
-376
| -1% | -$45.6K | 1.68% | 9 |
|
|
2017
Q3 | $3.63M | Hold |
30,676
| – | – | 1.53% | 11 |
|
|
2017
Q2 | $3.57M | Sell |
30,676
-745
| -2% | -$85.7K | 1.47% | 12 |
|
|
2017
Q1 | $3.61M | Sell |
31,421
-3,519
| -10% | -$403K | 1.49% | 11 |
|
|
2016
Q4 | $3.91M | Buy |
34,940
+613
| +2% | +$66.3K | 1.66% | 10 |
|
|
2016
Q3 | $3.63M | Buy |
34,327
+5,384
| +19% | +$568K | 1.69% | 9 |
|
|
2016
Q2 | $2.99M | Sell |
28,943
-800
| -3% | -$80.8K | 1.59% | 10 |
|
|
2016
Q1 | $2.94M | Buy |
29,743
+1,844
| +7% | +$173K | 1.63% | 9 |
|
|
2015
Q4 | $2.73M | Buy |
+27,899
| New | +$2.77M | 1.58% | 11 |
|
Other funds holding IWD
Clarius Group LLC's IWD Position: Q4 2025 in Review
Clarius Group LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q4 2025, buying an estimated $310K and bringing the position to 24,276 shares worth $5.11M. The position accounts for 0.29% of the portfolio, ranked #42.
Clarius Group LLC first reported a position in IWD in Q4 2015 and has held it in 41 quarters since. 1,908 funds tracked by Wall St. Rank hold IWD as of Q4 2025.
- Clarius Group LLC held 24,276 shares of iShares Russell 1000 Value ETF worth $5.11M as of Q4 2025.
- Clarius Group LLC bought 1,500 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $310K.
- iShares Russell 1000 Value ETF made up 0.29% of Clarius Group LLC's portfolio in Q4 2025, its #42 holding.
- Clarius Group LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 41 quarters since.
- 1,908 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.
Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.