EAM
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Erste Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Erste Asset Management’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 		$1.42M Sell
5,870
-7,230
-55% -$1.68M 0.01% 422
2026
Q1 		$2.74M Buy
+13,100
New +$2.87M 0.03% 329

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Erste Asset Management's IWD Position: Q2 2026 in Review

Erste Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 55% in Q2 2026, selling an estimated $1.68M and leaving 5,870 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #422.

Erste Asset Management first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.74M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Erste Asset Management held 5,870 shares of iShares Russell 1000 Value ETF worth $1.42M as of Q2 2026.
  • Erste Asset Management sold 7,230 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.68M.
  • iShares Russell 1000 Value ETF made up 0.01% of Erste Asset Management's portfolio in Q2 2026, its #422 holding.
  • Erste Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Erste Asset Management's iShares Russell 1000 Value ETF position peaked at $2.74M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.