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

Clearstead 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
Q1 		$35.5M Buy
166,056
+17,426
+12% +$3.82M 0.32% 65
2025
Q4 		$31.3M Buy
148,630
+3,048
+2% +$630K 0.39% 53
2025
Q3 		$29.6M Sell
145,582
-688
-0.5% -$137K 0.39% 52
2025
Q2 		$28.4M Sell
146,270
-466
-0.3% -$86.3K 0.4% 50
2025
Q1 		$27.6M Sell
146,736
-1,817
-1% -$346K 0.43% 50
2024
Q4 		$27.5M Sell
148,553
-75,653
-34% -$14.5M 0.42% 52
2024
Q3 		$42.6M Buy
224,206
+9,294
+4% +$1.69M 0.66% 32
2024
Q2 		$37.5M Buy
214,912
+198,043
+1,174% +$34.6M 0.64% 32
2024
Q1 		$2.98M Buy
16,869
+80
+0.5% +$13.5K 0.15% 116
2023
Q4 		$2.77M Sell
16,789
-18,015
-52% -$2.78M 0.15% 121
2023
Q3 		$5.28M Buy
34,804
+18,102
+108% +$2.87M 0.15% 113
2023
Q2 		$2.64M Buy
16,702
+93
+0.6% +$14.2K 0.16% 107
2023
Q1 		$2.53M Buy
16,609
+13
+0.1% +$2.01K 0.18% 97
2022
Q4 		$2.52M Buy
16,596
+17
+0.1% +$2.54K 0.2% 96
2022
Q3 		$2.25M Sell
16,579
-380
-2% -$57.1K 0.21% 96
2022
Q2 		$2.46M Buy
16,959
+2,506
+17% +$392K 0.19% 101
2022
Q1 		$2.4M Buy
14,453
+1,835
+15% +$301K 0.16% 109
2021
Q4 		$2.12M Buy
12,618
+8,246
+189% +$1.35M 0.14% 119
2021
Q3 		$684K Buy
4,372
+13
+0.3% +$2.08K 0.05% 209
2021
Q2 		$691K Sell
4,359
-316
-7% -$50K 0.05% 192
2021
Q1 		$708K Sell
4,675
-2,398
-34% -$347K 0.06% 189
2020
Q4 		$967K Sell
7,073
-61
-0.9% -$7.82K 0.09% 153
2020
Q3 		$843K Buy
7,134
+18
+0.3% +$2.13K 0.09% 146
2020
Q2 		$801K Sell
7,116
-177
-2% -$19.5K 0.09% 149
2020
Q1 		$723K Sell
7,293
-802
-10% -$100K 0.11% 134
2019
Q4 		$1.1M Buy
8,095
+24
+0.3% +$3.16K 0.13% 120
2019
Q3 		$1.03M Sell
8,071
-783
-9% -$99.5K 0.14% 117
2019
Q2 		$1.13M Sell
8,854
-796
-8% -$99.6K 0.15% 112
2019
Q1 		$1.19M Buy
9,650
+161
+2% +$19.3K 0.16% 102
2018
Q4 		$1.05M Buy
9,489
+3,947
+71% +$473K 0.16% 105
2018
Q3 		$702K Sell
5,542
-4,129
-43% -$519K 0.1% 128
2018
Q2 		$1.17M Sell
9,671
-1,220
-11% -$148K 0.17% 93
2018
Q1 		$1.31M Buy
10,891
+1,501
+16% +$187K 0.19% 90
2017
Q4 		$1.17M Sell
9,390
-863
-8% -$105K 0.16% 97
2017
Q3 		$1.22M Sell
10,253
-3
-0% -$350 0.16% 108
2017
Q2 		$1.19M Buy
10,256
+3,702
+56% +$426K 0.17% 95
2017
Q1 		$753K Buy
6,554
+13
+0.2% +$1.49K 0.11% 118
2016
Q4 		$733K Buy
+6,541
New +$707K 0.12% 109

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's IWD Position: Q1 2026 in Review

Clearstead Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, buying an estimated $3.82M and bringing the position to 166,056 shares worth $35.5M. The position accounts for 0.32% of the portfolio, ranked #65.

Clearstead Advisors first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $42.6M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Clearstead Advisors held 166,056 shares of iShares Russell 1000 Value ETF worth $35.5M as of Q1 2026.
  • Clearstead Advisors bought 17,426 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.82M.
  • iShares Russell 1000 Value ETF made up 0.32% of Clearstead Advisors's portfolio in Q1 2026, its #65 holding.
  • Clearstead Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's iShares Russell 1000 Value ETF position peaked at $42.6M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.