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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Easterly Investment Partners's IWD Position: Q1 2026 in Review

Easterly Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,484 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #156.

Easterly Investment Partners first reported a position in IWD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.87M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Easterly Investment Partners held 1,484 shares of iShares Russell 1000 Value ETF worth $317K as of Q1 2026.
Easterly Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Easterly Investment Partners's portfolio in Q1 2026, its #156 holding.
Easterly Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 8 quarters since.
Easterly Investment Partners's iShares Russell 1000 Value ETF position peaked at $1.87M in Q4 2021.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.