Commons Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Commons Capital’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	$294K	Buy	1,214 +1	+0.1%	+$233	0.21%	68
2026 Q1	$259K	Buy	1,213 +1	+0.1%	+$219	0.22%	68
2025 Q4	$255K	Buy	1,212 +2	+0.2%	+$413	0.17%	95
2025 Q3	$246K	Buy	1,210 +1	+0.1%	+$199	0.16%	93
2025 Q2	$235K	Buy	1,209 +1	+0.1%	+$185	0.18%	92
2025 Q1	$227K	Buy	1,208 +2	+0.2%	+$381	0.21%	82
2024 Q4	$223K	Buy	1,206 +1	+0.1%	+$192	0.2%	87
2024 Q3	$229K	Buy	1,205 +2	+0.2%	+$364	0.25%	58
2024 Q2	$210K	Buy	1,203 +1	+0.1%	+$175	0.25%	53
2024 Q1	$215K	Buy	+1,202	New	+$203K	0.31%	45
2022 Q2	–	Sell	-1,200	Closed	-$199K	–	138
2022 Q1	$199K	Buy	1,200 +1	+0.1%	+$164	0.21%	107
2021 Q4	$201K	Buy	+1,199	New	+$196K	0.2%	107

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

Commons Capital's IWD Position: Q2 2026 in Review

Commons Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, buying an estimated $233 and bringing the position to 1,214 shares worth $294K. The position accounts for 0.21% of the portfolio, ranked #68.

Commons Capital first reported a position in IWD in Q4 2021 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Commons Capital held 1,214 shares of iShares Russell 1000 Value ETF worth $294K as of Q2 2026.
Commons Capital bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.21% of Commons Capital's portfolio in Q2 2026, its #68 holding.
Commons Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Commons Capital's 13F filing for Q2 2026, filed 30 Jul 2026.