Edgemoor Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Edgemoor Investment Advisors’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	$535K	Hold	2,506	–	–	0.04%	117
2025 Q4	$527K	Sell	2,506 -1,445	-37%	-$298K	0.04%	122
2025 Q3	$804K	Buy	3,951 +1,445	+58%	+$287K	0.06%	108
2025 Q2	$487K	Hold	2,506	–	–	0.04%	121
2025 Q1	$472K	Sell	2,506 -400	-14%	-$76.2K	0.04%	119
2024 Q4	$538K	Hold	2,906	–	–	0.05%	113
2024 Q3	$552K	Hold	2,906	–	–	0.05%	112
2024 Q2	$507K	Hold	2,906	–	–	0.05%	112
2024 Q1	$520K	Hold	2,906	–	–	0.05%	110
2023 Q4	$480K	Hold	2,906	–	–	0.05%	113
2023 Q3	$441K	Buy	2,906 +1,400	+93%	+$222K	0.05%	115
2023 Q2	$238K	Hold	1,506	–	–	0.03%	146
2023 Q1	$229K	Sell	1,506 -445	-23%	-$68.7K	0.03%	146
2022 Q4	$296K	Buy	1,951 +445	+30%	+$66.6K	0.04%	136
2022 Q3	$205K	Hold	1,506	–	–	0.03%	140
2022 Q2	$218K	Hold	1,506	–	–	0.03%	147
2022 Q1	$250K	Buy	+1,506	New	+$247K	0.03%	144

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

Edgemoor Investment Advisors's IWD Position: Q1 2026 in Review

Edgemoor Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 2,506 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #117.

Edgemoor Investment Advisors first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $804K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Edgemoor Investment Advisors held 2,506 shares of iShares Russell 1000 Value ETF worth $535K as of Q1 2026.
Edgemoor Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.04% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #117 holding.
Edgemoor Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
Edgemoor Investment Advisors's iShares Russell 1000 Value ETF position peaked at $804K in Q3 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.