Easterly Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Easterly Investment Partners’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	$360K	Hold	1,484	–	–	0.02%	235
2026 Q1	$317K	Hold	1,484	–	–	0.02%	156
2025 Q4	$312K	Hold	1,484	–	–	0.02%	196
2025 Q3	$302K	Hold	1,484	–	–	0.02%	188
2025 Q2	$288K	Hold	1,484	–	–	0.02%	183
2025 Q1	$279K	Buy	+1,484	New	+$283K	0.02%	178
2024 Q1	–	Sell	-5,688	Closed	-$940K	–	219
2023 Q4	$940K	Buy	+5,688	New	+$878K	0.1%	138
2023 Q1	–	Sell	-1,851	Closed	-$281K	–	200
2022 Q4	$281K	Buy	+1,851	New	+$277K	0.02%	171
2022 Q1	–	Sell	-11,111	Closed	-$1.87M	–	197
2021 Q4	$1.87M	Buy	+11,111	New	+$1.82M	0.14%	114

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

Easterly Investment Partners's IWD Position: Q2 2026 in Review

Easterly Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,484 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #235.

Easterly Investment Partners first reported a position in IWD in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.87M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Easterly Investment Partners held 1,484 shares of iShares Russell 1000 Value ETF worth $360K as of Q2 2026.
Easterly Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Easterly Investment Partners's portfolio in Q2 2026, its #235 holding.
Easterly Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 9 quarters since.
Easterly Investment Partners's iShares Russell 1000 Value ETF position peaked at $1.87M in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.