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

Clark Capital Management Group’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	$1.13M	Buy	4,661 +273	+6%	+$63.6K	0.01%	328
2026 Q1	$938K	Sell	4,388 -900	-17%	-$197K	0.01%	312
2025 Q4	$1.11M	Sell	5,288 -168	-3%	-$34.7K	0.01%	296
2025 Q3	$1.11M	Buy	5,456 +1,847	+51%	+$367K	0.01%	289
2025 Q2	$701K	Buy	3,609 +1,919	+114%	+$355K	﹤0.01%	315
2025 Q1	$318K	Buy	1,690 +400	+31%	+$76.2K	﹤0.01%	371
2024 Q4	$239K	Hold	1,290	–	–	﹤0.01%	394
2024 Q3	$245K	Buy	+1,290	New	+$235K	﹤0.01%	382
2016 Q1	–	Sell	-2,450	Closed	-$240K	–	334
2015 Q4	$240K	Buy	+2,450	New	+$243K	0.02%	284

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

Clark Capital Management Group's IWD Position: Q2 2026 in Review

Clark Capital Management Group increased its iShares Russell 1000 Value ETF (IWD) stake by 6.2% in Q2 2026, buying an estimated $63.6K and bringing the position to 4,661 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #328.

Clark Capital Management Group first reported a position in IWD in Q4 2015 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clark Capital Management Group held 4,661 shares of iShares Russell 1000 Value ETF worth $1.13M as of Q2 2026.
Clark Capital Management Group bought 273 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $63.6K.
iShares Russell 1000 Value ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #328 holding.
Clark Capital Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.