Contravisory Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Contravisory Investment Management’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	$970	Hold	4	–	–	﹤0.01%	371
2026 Q1	$855	Hold	4	–	–	﹤0.01%	361
2025 Q4	$841	Hold	4	–	–	﹤0.01%	357
2025 Q3	$814	Hold	4	–	–	﹤0.01%	359
2025 Q2	$777	Buy	+4	New	+$741	﹤0.01%	365
2017 Q1	–	Sell	-169	Closed	-$19K	–	318
2016 Q4	$19K	Buy	169 +40	+31%	+$4.32K	0.01%	185
2016 Q3	$14K	Buy	+129	New	+$13.6K	﹤0.01%	183

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

Contravisory Investment Management's IWD Position: Q2 2026 in Review

Contravisory Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4 shares worth $970. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Contravisory Investment Management first reported a position in IWD in Q3 2016 and has held it in 7 quarters since. The position peaked at $19K in Q4 2016. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Contravisory Investment Management held 4 shares of iShares Russell 1000 Value ETF worth $970 as of Q2 2026.
Contravisory Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #371 holding.
Contravisory Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 7 quarters since.
Contravisory Investment Management's iShares Russell 1000 Value ETF position peaked at $19K in Q4 2016.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.