Custom Index Systems’s iShares Russell 1000 Value ETF IWD Stock Holding History

Custom Index Systems’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	$3.07M	Sell	12,660 -147	-1%	-$34.2K	1.1%	19
2026 Q1	$2.74M	Buy	12,807 +65	+0.5%	+$14.2K	1.19%	16
2025 Q4	$2.68M	Sell	12,742 -20,813	-62%	-$4.3M	1.18%	15
2025 Q3	$6.83M	Buy	33,555 +15,758	+89%	+$3.13M	2.03%	8
2025 Q2	$3.46M	Sell	17,797 -1,367	-7%	-$253K	1.65%	8
2025 Q1	$3.61M	Buy	19,164 +2,480	+15%	+$472K	1.83%	6
2024 Q4	$3.09M	Buy	16,684 +41	+0.2%	+$7.86K	1.66%	6
2024 Q3	$3.16M	Sell	16,643 -5,285	-24%	-$963K	1.71%	6
2024 Q2	$3.83M	Sell	21,928 -3,172	-13%	-$555K	2.2%	5
2024 Q1	$4.5M	Buy	25,100 +174	+0.7%	+$29.4K	2.56%	3
2023 Q4	$4.12M	Buy	+24,926	New	+$3.85M	2.54%	4

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

Custom Index Systems's IWD Position: Q2 2026 in Review

Custom Index Systems reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, selling an estimated $34.2K and leaving 12,660 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #19.

Custom Index Systems first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.83M in Q3 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Custom Index Systems held 12,660 shares of iShares Russell 1000 Value ETF worth $3.07M as of Q2 2026.
Custom Index Systems sold 147 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.2K.
iShares Russell 1000 Value ETF made up 1.1% of Custom Index Systems's portfolio in Q2 2026, its #19 holding.
Custom Index Systems first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's iShares Russell 1000 Value ETF position peaked at $6.83M in Q3 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.