Corundum Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Corundum Group’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	$35.4M	Buy	165,730 +2,678	+2%	+$586K	11.84%	2
2025 Q4	$34.3M	Buy	163,052 +40,326	+33%	+$8.33M	11.51%	2
2025 Q3	$25M	Buy	122,726 +6,511	+6%	+$1.3M	10.27%	2
2025 Q2	$22.6M	Buy	116,215 +909	+0.8%	+$168K	9.98%	2
2025 Q1	$21.7M	Sell	115,306 -1,810	-2%	-$345K	10.41%	2
2024 Q4	$21.7M	Sell	117,116 -4,067	-3%	-$780K	8.1%	2
2024 Q3	$23M	Sell	121,183 -6,182	-5%	-$1.13M	10.49%	2
2024 Q2	$22.2M	Buy	127,365 +5,596	+5%	+$978K	8.68%	2
2024 Q1	$21.8M	Hold	121,769	–	–	10.52%	2
2023 Q4	$20.1M	Hold	121,769	–	–	10.09%	2
2023 Q3	$18.5M	Sell	121,769 -170	-0.1%	-$27K	10.5%	2
2023 Q2	$19.2M	Buy	121,939 +6,466	+6%	+$989K	9.6%	2
2023 Q1	$17.6M	Sell	115,473 -3,243	-3%	-$501K	8.32%	2
2022 Q4	$18M	Buy	118,716 +1,050	+0.9%	+$157K	10.17%	2
2022 Q3	$16M	Buy	117,666 +6,639	+6%	+$998K	10.07%	2
2022 Q2	$16.1M	Buy	+111,027	New	+$17.4M	10.87%	2
2022 Q1	–	Sell	-114,131	Closed	-$19.2M	–	102
2021 Q4	$19.2M	Hold	114,131	–	–	12.48%	2
2021 Q3	$17.9M	Hold	114,131	–	–	13.24%	2
2021 Q2	$18.1M	Sell	114,131 -3,868	-3%	-$612K	11.87%	3
2021 Q1	$17.9M	Sell	117,999 -3,276	-3%	-$474K	13.98%	2
2020 Q4	$16.6M	Buy	121,275 +10,827	+10%	+$1.39M	13.82%	2
2020 Q3	$13M	Buy	110,448 +170	+0.2%	+$20.2K	12.64%	2
2020 Q2	$12.4M	Buy	110,278 +426	+0.4%	+$46.9K	14.89%	2
2020 Q1	$10.9M	Buy	109,852 +506	+0.5%	+$63.1K	15.49%	2
2019 Q4	$14.9M	Sell	109,346 -189	-0.2%	-$24.9K	15.67%	2
2019 Q3	$14M	Hold	109,535	–	–	16.27%	2
2019 Q2	$13.9M	Sell	109,535 -2,680	-2%	-$335K	16.01%	2
2019 Q1	$13.9M	Sell	112,215 -2,577	-2%	-$310K	15.85%	2
2018 Q4	$12.7M	Buy	+114,792	New	+$13.8M	11.7%	2
2018 Q2	$13.8M	Sell	114,053 -161	-0.1%	-$19.6K	17.07%	2
2018 Q1	$13.7M	Buy	114,214 +5,605	+5%	+$699K	14.82%	3
2017 Q4	$13.5M	Buy	108,609 +4,798	+5%	+$581K	14.57%	3
2017 Q3	$12.3K	Buy	+103,811	New	+$12.1M	12.97%	3
2017 Q2	–	Sell	-102,114	Closed	-$11.7M	–	35
2017 Q1	$11.7M	Buy	102,114 +17,353	+20%	+$1.99M	14.8%	2
2016 Q4	$9.5M	Buy	84,761 +857	+1%	+$92.6K	13.96%	2
2016 Q3	$8.86M	Buy	83,904 +216	+0.3%	+$22.8K	14.33%	2
2016 Q2	$8.64M	Buy	+83,688	New	+$8.45M	13.29%	2

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

Corundum Group's IWD Position: Q1 2026 in Review

Corundum Group increased its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q1 2026, buying an estimated $586K and bringing the position to 165,730 shares worth $35.4M. The position accounts for 11.84% of the portfolio, ranked #2.

Corundum Group first reported a position in IWD in Q2 2016 and has held it in 37 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Corundum Group held 165,730 shares of iShares Russell 1000 Value ETF worth $35.4M as of Q1 2026.
Corundum Group bought 2,678 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $586K.
iShares Russell 1000 Value ETF made up 11.84% of Corundum Group's portfolio in Q1 2026, its #2 holding.
Corundum Group first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and has held it in 37 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.