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

Dimension 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 		$7.67M Sell
35,903
-1,211
-3% -$265K 1.08% 19
2025
Q4 		$7.81M Buy
37,114
+91
+0.2% +$18.8K 1.09% 21
2025
Q3 		$7.54M Hold
37,023
– – 1.08% 20
2025
Q2 		$7.19M Buy
37,023
+948
+3% +$176K 1.11% 18
2025
Q1 		$6.79M Buy
36,075
+825
+2% +$157K 1.2% 19
2024
Q4 		$6.53M Buy
35,250
+1,269
+4% +$243K 1.05% 21
2024
Q3 		$6.45M Buy
33,981
+487
+1% +$88.7K 1.2% 20
2024
Q2 		$5.84M Buy
33,494
+2,944
+10% +$515K 1.19% 20
2024
Q1 		$5.47M Buy
30,550
+3,561
+13% +$603K 1.09% 19
2023
Q4 		$4.46M Buy
26,989
+1,846
+7% +$285K 0.93% 21
2023
Q3 		$3.82M Buy
25,143
+3,173
+14% +$503K 0.89% 18
2023
Q2 		$3.47M Sell
21,970
-2,057
-9% -$314K 0.75% 21
2023
Q1 		$3.66M Hold
24,027
– – 0.84% 18
2022
Q4 		$3.64M Sell
24,027
-1,703
-7% -$255K 0.85% 17
2022
Q3 		$3.5M Hold
25,730
– – 0.85% 18
2022
Q2 		$3.73M Hold
25,730
– – 0.84% 18
2022
Q1 		$4.27M Buy
25,730
+4,465
+21% +$733K 0.79% 20
2021
Q4 		$3.57M Sell
21,265
-996
-4% -$163K 0.67% 22
2021
Q3 		$3.48M Buy
22,261
+2,235
+11% +$358K 0.72% 20
2021
Q2 		$3.18M Hold
20,026
– – 0.69% 22
2021
Q1 		$3.04M Buy
20,026
+5,316
+36% +$769K 0.71% 20
2020
Q4 		$2.01M Hold
14,710
– – 0.57% 25
2020
Q3 		$1.74M Hold
14,710
– – 0.54% 28
2020
Q2 		$1.66M Hold
14,710
– – 0.53% 31
2020
Q1 		$1.46M Sell
14,710
-287
-2% -$35.8K 0.53% 25
2019
Q4 		$2.05M Buy
14,997
+2,726
+22% +$359K 0.6% 24
2019
Q3 		$1.57M Hold
12,271
– – 0.54% 24
2019
Q2 		$1.56M Buy
12,271
+500
+4% +$62.6K 0.53% 25
2019
Q1 		$1.45M Hold
11,771
– – 0.62% 27
2018
Q4 		$1.31M Buy
11,771
+550
+5% +$65.9K 0.64% 25
2018
Q3 		$1.42M Hold
11,221
– – 0.68% 24
2018
Q2 		$1.36M Hold
11,221
– – 0.75% 25
2018
Q1 		$1.35M Buy
11,221
+8,966
+398% +$1.12M 0.75% 21
2017
Q4 		$280K Buy
+2,255
New +$273K 0.18% 73

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Dimension Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q1 2026, selling an estimated $265K and leaving 35,903 shares worth $7.67M. The position accounts for 1.08% of the portfolio, ranked #19.

Dimension Capital Management first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.81M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Dimension Capital Management held 35,903 shares of iShares Russell 1000 Value ETF worth $7.67M as of Q1 2026.
  • Dimension Capital Management sold 1,211 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $265K.
  • iShares Russell 1000 Value ETF made up 1.08% of Dimension Capital Management's portfolio in Q1 2026, its #19 holding.
  • Dimension Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Dimension Capital Management's iShares Russell 1000 Value ETF position peaked at $7.81M in Q4 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.