Columbus Macro’s iShares Russell 1000 Value ETF IWD Stock Holding History

Columbus Macro’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	$4.7M	Buy	22,014 +133	+0.6%	+$29.1K	0.5%	80
2025 Q4	$4.6M	Sell	21,881 -1,324	-6%	-$273K	0.5%	81
2025 Q3	$4.72M	Sell	23,205 -352	-1%	-$70K	0.54%	82
2025 Q2	$4.58M	Sell	23,557 -1,123	-5%	-$208K	0.56%	77
2025 Q1	$4.64M	Buy	24,680 +2,785	+13%	+$530K	0.61%	72
2024 Q4	$4.05M	Buy	+21,895	New	+$4.2M	0.56%	74
2022 Q2	–	Sell	-7,745	Closed	-$1.29M	–	182
2022 Q1	$1.29M	Buy	+7,745	New	+$1.27M	0.44%	72
2021 Q4	–	Sell	-6,270	Closed	-$981K	–	171
2021 Q3	$981K	Buy	+6,270	New	+$1.01M	0.32%	85
2019 Q3	–	Sell	-2,586	Closed	-$329K	–	138
2019 Q2	$329K	Sell	2,586 -1,104	-30%	-$138K	0.07%	124
2019 Q1	$456K	Sell	3,690 -702	-16%	-$84.4K	0.1%	112
2018 Q4	$488K	Sell	4,392 -391	-8%	-$46.9K	0.11%	111
2018 Q3	$606K	Sell	4,783 -452	-9%	-$56.8K	0.15%	95
2018 Q2	$635K	Buy	5,235 +134	+3%	+$16.3K	0.17%	78
2018 Q1	$612K	Buy	5,101 +5	+0.1%	+$623	0.16%	76
2017 Q4	$634K	Buy	+5,096	New	+$618K	0.2%	67

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

Columbus Macro's IWD Position: Q1 2026 in Review

Columbus Macro increased its iShares Russell 1000 Value ETF (IWD) stake by 0.61% in Q1 2026, buying an estimated $29.1K and bringing the position to 22,014 shares worth $4.7M. The position accounts for 0.5% of the portfolio, ranked #80.

Columbus Macro first reported a position in IWD in Q4 2017 and has held it in 15 quarters since. The position peaked at $4.72M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Columbus Macro held 22,014 shares of iShares Russell 1000 Value ETF worth $4.7M as of Q1 2026.
Columbus Macro bought 133 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $29.1K.
iShares Russell 1000 Value ETF made up 0.5% of Columbus Macro's portfolio in Q1 2026, its #80 holding.
Columbus Macro first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 15 quarters since.
Columbus Macro's iShares Russell 1000 Value ETF position peaked at $4.72M in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.