Estate Counselors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Estate Counselors’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	$6.07M	Buy	+28,399	New	+$6.22M	0.54%	25
2024 Q1	–	Sell	-4,585	Closed	-$758K	–	136
2023 Q4	$758K	Sell	4,585 -23,605	-84%	-$3.65M	0.09%	99
2023 Q3	$4.28M	Sell	28,190 -1,920	-6%	-$305K	0.57%	35
2023 Q2	$4.75M	Buy	30,110 +8,630	+40%	+$1.32M	0.6%	36
2023 Q1	$3.27M	Buy	21,480 +50	+0.2%	+$7.72K	0.43%	42
2022 Q4	$3.25M	Buy	21,430 +70	+0.3%	+$10.5K	0.45%	55
2022 Q3	$2.9M	Sell	21,360 -4,595	-18%	-$690K	0.45%	45
2022 Q2	$3.76M	Sell	25,955 -360	-1%	-$56.3K	0.56%	45
2022 Q1	$4.37M	Sell	26,315 -2,370	-8%	-$389K	0.57%	44
2021 Q4	$4.82M	Sell	28,685 -1,450	-5%	-$238K	0.59%	42
2021 Q3	$4.72M	Sell	30,135 -4,190	-12%	-$672K	0.59%	42
2021 Q2	$5.44M	Sell	34,325 -615	-2%	-$97.4K	0.71%	41
2021 Q1	$5.29M	Sell	34,940 -2,365	-6%	-$342K	0.78%	43
2020 Q4	$5.1M	Sell	37,305 -38,905	-51%	-$4.99M	0.77%	38
2020 Q3	$9M	Buy	76,210 +6,140	+9%	+$728K	1.4%	25
2020 Q2	$7.89M	Sell	70,070 -15,900	-18%	-$1.75M	1.26%	25
2020 Q1	$8.53M	Buy	85,970 +165	+0.2%	+$20.6K	1.4%	27
2019 Q4	$11.7M	Buy	85,805 +3,965	+5%	+$523K	1.72%	24
2019 Q3	$10.5M	Buy	81,840 +960	+1%	+$122K	1.61%	25
2019 Q2	$10.3M	Buy	80,880 +4,330	+6%	+$542K	1.61%	28
2019 Q1	$9.45M	Buy	76,550 +42,200	+123%	+$5.07M	1.62%	26
2018 Q4	$3.81M	Sell	34,350 -3,210	-9%	-$385K	0.77%	44
2018 Q3	$4.76M	Buy	37,560 +70	+0.2%	+$8.79K	0.86%	38
2018 Q2	$4.55M	Sell	37,490 -470	-1%	-$57.1K	0.86%	41
2018 Q1	$4.55M	Sell	37,960 -58,750	-61%	-$7.33M	0.85%	41
2017 Q4	$12M	Sell	96,710 -9,880	-9%	-$1.2M	2.41%	14
2017 Q3	$12.6M	Buy	106,590 +6,200	+6%	+$722K	2.51%	14
2017 Q2	$11.7M	Buy	100,390 +20,910	+26%	+$2.41M	2.65%	13
2017 Q1	$9.13M	Sell	79,480 -14,260	-15%	-$1.64M	2.37%	14
2016 Q4	$10.5M	Buy	93,740 +6,300	+7%	+$681K	2.9%	10
2016 Q3	$9.23M	Buy	87,440 +650	+0.7%	+$68.5K	3.58%	9
2016 Q2	$8.96M	Sell	86,790 -2,180	-2%	-$220K	3.57%	7
2016 Q1	$8.79M	Buy	88,970 +33,390	+60%	+$3.13M	3.87%	7
2015 Q4	$5.44M	Sell	55,580 -3,750	-6%	-$372K	2.22%	17
2015 Q3	$5.54M	Sell	59,330 -12,640	-18%	-$1.25M	2.23%	17
2015 Q2	$7.42M	Sell	71,970 -150	-0.2%	-$15.7K	2.58%	15
2015 Q1	$7.43M	Buy	72,120 +50,890	+240%	+$5.27M	2.64%	15
2014 Q4	$2.22M	Buy	21,230 +600	+3%	+$61.2K	0.78%	31
2014 Q3	$2.06M	Hold	20,630	–	–	0.8%	30
2014 Q2	$2.09M	Hold	20,630	–	–	0.8%	30
2014 Q1	$1.99M	Sell	20,630 -387	-2%	-$36.3K	0.8%	30
2013 Q4	$1.98M	Sell	21,017 -30	-0.1%	-$2.72K	0.88%	30
2013 Q3	$1.81M	Sell	21,047 -680	-3%	-$59K	0.84%	29
2013 Q2	$1.83M	Buy	+21,727	New	+$1.81M	0.92%	28

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 $374B AUM 17.66% 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

Estate Counselors's IWD Position: Q1 2026 in Review

Estate Counselors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 28,399 shares worth $6.07M. The stake represents 0.54% of the portfolio and ranks #25 among its holdings. This is a return to the name: Estate Counselors previously reported a position in IWD as recently as Q4 2023.

Estate Counselors first reported a position in IWD in Q2 2013 and has held it in 44 quarters since. The position peaked at $12.6M in Q3 2017. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Estate Counselors held 28,399 shares of iShares Russell 1000 Value ETF worth $6.07M as of Q1 2026.
iShares Russell 1000 Value ETF was a new Estate Counselors position in Q1 2026.
iShares Russell 1000 Value ETF made up 0.54% of Estate Counselors's portfolio in Q1 2026, its #25 holding.
Estate Counselors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 44 quarters since.
Estate Counselors's iShares Russell 1000 Value ETF position peaked at $12.6M in Q3 2017.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.