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

Fiduciary Trust’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	$1.67M	Sell	7,826 -226	-3%	-$49.5K	0.02%	311
2025 Q4	$1.69M	Sell	8,052 -144	-2%	-$29.7K	0.02%	310
2025 Q3	$1.67M	Sell	8,196 -580	-7%	-$115K	0.02%	313
2025 Q2	$1.7M	Buy	8,776 +20	+0.2%	+$3.7K	0.02%	303
2025 Q1	$1.65M	Buy	8,756 +378	+5%	+$72K	0.02%	298
2024 Q4	$1.55M	Sell	8,378 -200	-2%	-$38.4K	0.02%	288
2024 Q3	$1.63M	Sell	8,578 -401	-4%	-$73.1K	0.02%	292
2024 Q2	$1.57M	Sell	8,979 -647	-7%	-$113K	0.02%	271
2024 Q1	$1.72M	Sell	9,626 -50	-0.5%	-$8.46K	0.03%	273
2023 Q4	$1.6M	Sell	9,676 -1,207	-11%	-$186K	0.03%	272
2023 Q3	$1.65M	Buy	10,883 +520	+5%	+$82.5K	0.03%	253
2023 Q2	$1.64M	Sell	10,363 -420	-4%	-$64.2K	0.03%	258
2023 Q1	$1.64M	Sell	10,783 -57	-0.5%	-$8.8K	0.03%	256
2022 Q4	$1.64M	Hold	10,840	–	–	0.03%	267
2022 Q3	$1.47M	Buy	10,840 +26	+0.2%	+$3.91K	0.03%	267
2022 Q2	$1.57M	Hold	10,814	–	–	0.03%	265
2022 Q1	$1.79M	Sell	10,814 -264	-2%	-$43.4K	0.03%	271
2021 Q4	$1.86M	Buy	11,078 +45	+0.4%	+$7.37K	0.03%	260
2021 Q3	$1.73M	Sell	11,033 -629	-5%	-$101K	0.03%	262
2021 Q2	$1.85M	Sell	11,662 -336	-3%	-$53.2K	0.04%	253
2021 Q1	$1.82M	Hold	11,998	–	–	0.04%	253
2020 Q4	$1.64M	Hold	11,998	–	–	0.03%	261
2020 Q3	$1.42M	Buy	11,998 +2,005	+20%	+$238K	0.03%	253
2020 Q2	$1.13M	Buy	9,993 +1,359	+16%	+$149K	0.03%	263
2020 Q1	$856K	Buy	8,634 +581	+7%	+$72.4K	0.02%	274
2019 Q4	$1.1M	Sell	8,053 -68	-0.8%	-$8.96K	0.03%	274
2019 Q3	$1.04M	Buy	8,121 +2,127	+35%	+$270K	0.03%	268
2019 Q2	$763K	Buy	5,994 +396	+7%	+$49.6K	0.02%	297
2019 Q1	$691K	Sell	5,598 -1,909	-25%	-$229K	0.02%	303
2018 Q4	$834K	Hold	7,507	–	–	0.03%	252
2018 Q3	$951K	Sell	7,507 -1,520	-17%	-$191K	0.03%	259
2018 Q2	$1.1M	Sell	9,027 -2,424	-21%	-$295K	0.03%	239
2018 Q1	$1.37M	Sell	11,451 -175	-2%	-$21.8K	0.04%	222
2017 Q4	$1.45M	Hold	11,626	–	–	0.04%	222
2017 Q3	$1.38M	Sell	11,626 -4,700	-29%	-$548K	0.04%	217
2017 Q2	$1.9M	Sell	16,326 -453	-3%	-$52.1K	0.06%	196
2017 Q1	$1.93M	Sell	16,779 -1,442	-8%	-$165K	0.06%	193
2016 Q4	$2.04M	Sell	18,221 -2,100	-10%	-$227K	0.07%	184
2016 Q3	$2.15M	Buy	20,321 +78	+0.4%	+$8.22K	0.07%	177
2016 Q2	$2.09M	Sell	20,243 -1,182	-6%	-$119K	0.07%	182
2016 Q1	$2.12M	Hold	21,425	–	–	0.07%	179
2015 Q4	$2.1M	Buy	+21,425	New	+$2.13M	0.09%	160
2014 Q1	–	Sell	-3,319	Closed	-$313K	–	329
2013 Q4	$313K	Hold	3,319	–	–	0.01%	261
2013 Q3	$286K	Sell	3,319 -623	-16%	-$54.1K	0.01%	263
2013 Q2	$330K	Buy	+3,942	New	+$328K	0.02%	248

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

Fiduciary Trust's IWD Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q1 2026, selling an estimated $49.5K and leaving 7,826 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #311.

Fiduciary Trust first reported a position in IWD in Q2 2013 and has held it in 45 quarters since. The position peaked at $2.15M in Q3 2016. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Fiduciary Trust held 7,826 shares of iShares Russell 1000 Value ETF worth $1.67M as of Q1 2026.
Fiduciary Trust sold 226 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $49.5K.
iShares Russell 1000 Value ETF made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #311 holding.
Fiduciary Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 45 quarters since.
Fiduciary Trust's iShares Russell 1000 Value ETF position peaked at $2.15M in Q3 2016.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.