DGS Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

DGS Capital 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 Q1	$413K	Buy	1,935 +155	+9%	+$33.9K	0.07%	292
2025 Q4	$374K	Sell	1,780 -36	-2%	-$7.44K	0.06%	265
2025 Q3	$370K	Sell	1,816 -69	-4%	-$13.7K	0.07%	232
2025 Q2	$366K	Sell	1,885 -161	-8%	-$29.8K	0.08%	206
2025 Q1	$385K	Sell	2,046 -77	-4%	-$14.7K	0.1%	195
2024 Q4	$393K	Buy	2,123 +46	+2%	+$8.82K	0.1%	181
2024 Q3	$394K	Sell	2,077 -15	-0.7%	-$2.73K	0.11%	185
2024 Q2	$365K	Buy	2,092 +245	+13%	+$42.8K	0.1%	183
2024 Q1	$331K	Buy	+1,847	New	+$313K	0.09%	193

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

DGS Capital Management's IWD Position: Q1 2026 in Review

DGS Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 8.7% in Q1 2026, buying an estimated $33.9K and bringing the position to 1,935 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #292.

DGS Capital Management first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

DGS Capital Management held 1,935 shares of iShares Russell 1000 Value ETF worth $413K as of Q1 2026.
DGS Capital Management bought 155 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $33.9K.
iShares Russell 1000 Value ETF made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #292 holding.
DGS Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.