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

EdgeRock Capital’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	$358K	Sell	1,476 -942	-39%	-$219K	0.08%	96
2026 Q1	$517K	Buy	2,418 +909	+60%	+$199K	0.14%	69
2025 Q4	$317K	Sell	1,509 -19	-1%	-$3.92K	0.08%	99
2025 Q3	$311K	Buy	1,528 +68	+5%	+$13.5K	0.09%	87
2025 Q2	$284K	Buy	+1,460	New	+$270K	0.09%	86
2023 Q4	–	Sell	-1,437	Closed	-$220K	–	339
2023 Q3	$220K	Hold	1,437	–	–	0.13%	56
2023 Q2	$227K	Sell	1,437 -1,016	-41%	-$155K	0.11%	60
2023 Q1	$373K	Buy	2,453 +18	+0.7%	+$2.78K	0.19%	43
2022 Q4	$369K	Hold	2,435	–	–	0.21%	40
2022 Q3	$331K	Sell	2,435 -53	-2%	-$7.96K	0.19%	34
2022 Q2	$361K	Buy	+2,488	New	+$389K	0.25%	32

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

EdgeRock Capital's IWD Position: Q2 2026 in Review

EdgeRock Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 39% in Q2 2026, selling an estimated $219K and leaving 1,476 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #96.

EdgeRock Capital first reported a position in IWD in Q2 2022 and has held it in 11 quarters since. The position peaked at $517K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

EdgeRock Capital held 1,476 shares of iShares Russell 1000 Value ETF worth $358K as of Q2 2026.
EdgeRock Capital sold 942 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $219K.
iShares Russell 1000 Value ETF made up 0.08% of EdgeRock Capital's portfolio in Q2 2026, its #96 holding.
EdgeRock Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 11 quarters since.
EdgeRock Capital's iShares Russell 1000 Value ETF position peaked at $517K in Q1 2026.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.