ESL Trust Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

ESL Trust Services’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	$284K	Buy	1,171 +635	+118%	+$148K	0.05%	55
2026 Q1	$115K	Hold	536	–	–	0.02%	91
2025 Q4	$113K	Hold	536	–	–	0.02%	93
2025 Q3	$109K	Buy	536 +57	+12%	+$11.3K	0.02%	92
2025 Q2	$93K	Hold	479	–	–	0.02%	99
2025 Q1	$90.1K	Hold	479	–	–	0.02%	102
2024 Q4	$88.7K	Hold	479	–	–	0.02%	104
2024 Q3	$90.9K	Buy	+479	New	+$87.3K	0.02%	39

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

ESL Trust Services's IWD Position: Q2 2026 in Review

ESL Trust Services increased its iShares Russell 1000 Value ETF (IWD) stake by 118% in Q2 2026, buying an estimated $148K and bringing the position to 1,171 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #55.

ESL Trust Services first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

ESL Trust Services held 1,171 shares of iShares Russell 1000 Value ETF worth $284K as of Q2 2026.
ESL Trust Services bought 635 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $148K.
iShares Russell 1000 Value ETF made up 0.05% of ESL Trust Services's portfolio in Q2 2026, its #55 holding.
ESL Trust Services first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on ESL Trust Services's 13F filing for Q2 2026, filed 13 Aug 2026.