Eight 31 Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eight 31 Financial’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	$871K	Hold	4,077	–	–	0.53%	33
2025 Q4	$858K	Buy	4,077 +13	+0.3%	+$2.69K	0.47%	30
2025 Q3	$827K	Hold	4,064	–	–	0.47%	31
2025 Q2	$789K	Hold	4,064	–	–	0.52%	34
2025 Q1	$765K	Hold	4,064	–	–	0.49%	35
2024 Q4	$752K	Buy	4,064 +380	+10%	+$72.9K	0.57%	30
2024 Q3	$699K	Buy	3,684 +844	+30%	+$154K	0.54%	33
2024 Q2	$495K	Sell	2,840 -109	-4%	-$19.1K	0.38%	40
2024 Q1	$528K	Buy	2,949 +30	+1%	+$5.08K	0.33%	60
2023 Q4	$482K	Buy	+2,919	New	+$451K	0.3%	63

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 $424B AUM 22.96% 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

Eight 31 Financial's IWD Position: Q1 2026 in Review

Eight 31 Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 4,077 shares worth $871K. The position accounts for 0.53% of the portfolio, ranked #33.

Eight 31 Financial first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. 1,902 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Eight 31 Financial held 4,077 shares of iShares Russell 1000 Value ETF worth $871K as of Q1 2026.
Eight 31 Financial left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.53% of Eight 31 Financial's portfolio in Q1 2026, its #33 holding.
Eight 31 Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
1,902 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.