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CRA Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

CRA Financial Services’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 		$1.34M Buy
5,514
+50
+0.9% +$11.6K 0.15% 111
2026
Q1 		$1.17M Buy
5,464
+164
+3% +$35.9K 0.15% 111
2025
Q4 		$1.11M Buy
5,300
+138
+3% +$28.5K 0.15% 112
2025
Q3 		$1.05M Buy
5,162
+431
+9% +$85.7K 0.14% 112
2025
Q2 		$919K Buy
4,731
+7
+0.1% +$1.3K 0.14% 117
2025
Q1 		$889K Buy
4,724
+146
+3% +$27.8K 0.15% 117
2024
Q4 		$848K Buy
4,578
+98
+2% +$18.8K 0.15% 118
2024
Q3 		$850K Sell
4,480
-72
-2% -$13.1K 0.16% 107
2024
Q2 		$794K Buy
4,552
+11
+0.2% +$1.92K 0.16% 105
2024
Q1 		$813K Buy
4,541
+85
+2% +$14.4K 0.18% 94
2023
Q4 		$736K Sell
4,456
-125
-3% -$19.3K 0.18% 95
2023
Q3 		$695K Buy
4,581
+752
+20% +$119K 0.19% 87
2023
Q2 		$604K Sell
3,829
-22
-0.6% -$3.36K 0.16% 96
2023
Q1 		$586K Sell
3,851
-13
-0.3% -$2.01K 0.17% 97
2022
Q4 		$586K Sell
3,864
-630
-14% -$94.3K 0.19% 100
2022
Q3 		$611K Buy
4,494
+330
+8% +$49.6K 0.22% 91
2022
Q2 		$604K Sell
4,164
-363
-8% -$56.8K 0.21% 96
2022
Q1 		$751K Buy
4,527
+484
+12% +$79.5K 0.23% 88
2021
Q4 		$679K Buy
4,043
+778
+24% +$127K 0.2% 94
2021
Q3 		$511K Buy
3,265
+400
+14% +$64.1K 0.17% 104
2021
Q2 		$454K Buy
2,865
+203
+8% +$32.1K 0.16% 109
2021
Q1 		$403K Hold
2,662
– – 0.16% 108
2020
Q4 		$364K Sell
2,662
-10
-0.4% -$1.28K 0.15% 107
2020
Q3 		$316K Buy
2,672
+5
+0.2% +$593 0.15% 107
2020
Q2 		$300K Buy
2,667
+30
+1% +$3.3K 0.16% 102
2020
Q1 		$262K Buy
2,637
+75
+3% +$9.35K 0.17% 107
2019
Q4 		$350K Buy
2,562
+49
+2% +$6.46K 0.19% 103
2019
Q3 		$322K Buy
2,513
+170
+7% +$21.6K 0.19% 99
2019
Q2 		$298K Hold
2,343
– – 0.18% 107
2019
Q1 		$289K Buy
2,343
+20
+0.9% +$2.4K 0.19% 111
2018
Q4 		$258K Buy
+2,323
New +$278K 0.19% 112

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CRA Financial Services's IWD Position: Q2 2026 in Review

CRA Financial Services increased its iShares Russell 1000 Value ETF (IWD) stake by 0.92% in Q2 2026, buying an estimated $11.6K and bringing the position to 5,514 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #111.

CRA Financial Services first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • CRA Financial Services held 5,514 shares of iShares Russell 1000 Value ETF worth $1.34M as of Q2 2026.
  • CRA Financial Services bought 50 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Russell 1000 Value ETF made up 0.15% of CRA Financial Services's portfolio in Q2 2026, its #111 holding.
  • CRA Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.