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

Edgestream 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 		$893K Sell
4,180
-3,318
-44% -$727K 0.03% 652
2025
Q4 		$1.58M Buy
+7,498
New +$1.55M 0.04% 591
2025
Q3 		– Sell
-2,280
Closed -$443K – 974
2025
Q2 		$443K Buy
2,280
+561
+33% +$104K 0.01% 747
2025
Q1 		$323K Buy
+1,719
New +$327K 0.01% 747
2024
Q4 		– Sell
-2,148
Closed -$408K – 971
2024
Q3 		$408K Sell
2,148
-2,103
-49% -$383K 0.02% 727
2024
Q2 		$742K Buy
+4,251
New +$743K 0.04% 592
2024
Q1 		– Sell
-3,223
Closed -$533K – 918
2023
Q4 		$533K Sell
3,223
-757
-19% -$117K 0.04% 600
2023
Q3 		$604K Buy
+3,980
New +$631K 0.05% 542
2023
Q1 		– Sell
-4,033
Closed -$612K – 605
2022
Q4 		$612K Buy
+4,033
New +$604K 0.07% 334
2022
Q3 		– Sell
-1,458
Closed -$211K – 533
2022
Q2 		$211K Sell
1,458
-3,577
-71% -$560K 0.02% 487
2022
Q1 		$836K Sell
5,035
-8,805
-64% -$1.45M 0.07% 354
2021
Q4 		$2.32M Buy
13,840
+10,248
+285% +$1.68M 0.14% 207
2021
Q3 		$562K Sell
3,592
-2,620
-42% -$420K 0.03% 381
2021
Q2 		$985K Buy
+6,212
New +$983K 0.06% 295
2020
Q1 		– Sell
-4,380
Closed -$598K – 339
2019
Q4 		$598K Buy
4,380
+2,602
+146% +$343K 0.03% 266
2019
Q3 		$228K Sell
1,778
-891
-33% -$113K 0.02% 249
2019
Q2 		$340K Buy
+2,669
New +$334K 0.04% 205
2018
Q4 		– Sell
-2,607
Closed -$330K – 262
2018
Q3 		$330K Buy
+2,607
New +$327K 0.06% 217
2017
Q4 		– Sell
-3,835
Closed -$454K – 107
2017
Q3 		$454K Buy
3,835
+2,060
+116% +$240K 0.24% 76
2017
Q2 		$207K Buy
+1,775
New +$204K 0.08% 121
2015
Q1 		– Sell
-2,096
Closed -$219K – 76
2014
Q4 		$219K Sell
2,096
-2,845
-58% -$290K 0.5% 56
2014
Q3 		$495K Sell
4,941
-4,561
-48% -$462K 0.43% 48
2014
Q2 		$962K Buy
+9,502
New +$932K 0.61% 41

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

Edgestream Partners's IWD Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 44% in Q1 2026, selling an estimated $727K and leaving 4,180 shares worth $893K. The position accounts for 0.03% of the portfolio, ranked #652.

Edgestream Partners first reported a position in IWD in Q2 2014 and has held it in 23 quarters since. The position peaked at $2.32M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Edgestream Partners held 4,180 shares of iShares Russell 1000 Value ETF worth $893K as of Q1 2026.
  • Edgestream Partners sold 3,318 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $727K.
  • iShares Russell 1000 Value ETF made up 0.03% of Edgestream Partners's portfolio in Q1 2026, its #652 holding.
  • Edgestream Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 23 quarters since.
  • Edgestream Partners's iShares Russell 1000 Value ETF position peaked at $2.32M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.