Connable Office Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Connable Office Inc’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	$208K	Hold	975	–	–	0.02%	212
2025 Q4	$205K	Buy	+975	New	+$201K	0.02%	222
2018 Q3	–	Sell	-2,049	Closed	-$249K	–	177
2018 Q2	$249K	Sell	2,049 -17,712	-90%	-$2.15M	0.05%	148
2018 Q1	$2.37M	Sell	19,761 -28,301	-59%	-$3.53M	0.47%	55
2017 Q4	$5.98M	Buy	48,062 +5,405	+13%	+$655K	1.16%	16
2017 Q3	$5.05M	Buy	42,657 +5,161	+14%	+$601K	1.03%	16
2017 Q2	$4.37M	Buy	37,496 +11,549	+45%	+$1.33M	0.96%	15
2017 Q1	$2.98M	Buy	+25,947	New	+$2.98M	0.67%	33
2016 Q2	–	Sell	-6,032	Closed	-$596K	–	187
2016 Q1	$596K	Sell	6,032 -31,563	-84%	-$2.96M	0.17%	75
2015 Q4	$3.68M	Sell	37,595 -6,599	-15%	-$655K	1.06%	14
2015 Q3	$4.12M	Buy	+44,194	New	+$4.39M	1.22%	10

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

Connable Office Inc's IWD Position: Q1 2026 in Review

Connable Office Inc held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 975 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #212.

Connable Office Inc first reported a position in IWD in Q3 2015 and has held it in 11 quarters since. The position peaked at $5.98M in Q4 2017. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Connable Office Inc held 975 shares of iShares Russell 1000 Value ETF worth $208K as of Q1 2026.
Connable Office Inc left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Connable Office Inc's portfolio in Q1 2026, its #212 holding.
Connable Office Inc first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and has held it in 11 quarters since.
Connable Office Inc's iShares Russell 1000 Value ETF position peaked at $5.98M in Q4 2017.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.