Fiera Capital (Canada)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fiera Capital (Canada)’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	$246K	Hold	1,016	–	–	﹤0.01%	385
2026 Q1	$217K	Hold	1,016	–	–	﹤0.01%	406
2025 Q4	$214K	Hold	1,016	–	–	﹤0.01%	412
2025 Q3	$207K	Buy	+1,016	New	+$202K	﹤0.01%	431
2025 Q1	–	Sell	-1,411	Closed	-$261K	–	470
2024 Q4	$261K	Buy	1,411 +2	+0.1%	+$384	﹤0.01%	431
2024 Q3	$267K	Buy	1,409 +2	+0.1%	+$364	﹤0.01%	437
2024 Q2	$245K	Sell	1,407 -7	-0.5%	-$1.22K	﹤0.01%	431
2024 Q1	$253K	Buy	1,414 +1	+0.1%	+$169	﹤0.01%	445
2023 Q4	$233K	Buy	1,413 +5	+0.4%	+$772	﹤0.01%	486
2023 Q3	$214K	Sell	1,408 -10	-0.7%	-$1.59K	﹤0.01%	479
2023 Q2	$224K	Buy	1,418 +2	+0.1%	+$306	﹤0.01%	481
2023 Q1	$216K	Buy	1,416 +1	+0.1%	+$154	﹤0.01%	484
2022 Q4	$215K	Buy	+1,415	New	+$212K	﹤0.01%	496
2022 Q3	–	Sell	-1,423	Closed	-$206K	–	564
2022 Q2	$206K	Sell	1,423 -265	-16%	-$41.5K	﹤0.01%	569
2022 Q1	$280K	Sell	1,688 -1,338	-44%	-$220K	﹤0.01%	570
2021 Q4	$508K	Sell	3,026 -28	-0.9%	-$4.59K	﹤0.01%	521
2021 Q3	$478K	Sell	3,054 -10	-0.3%	-$1.6K	﹤0.01%	464
2021 Q2	$486K	Sell	3,064 -704	-19%	-$111K	﹤0.01%	499
2021 Q1	$571K	Sell	3,768 -38,543	-91%	-$5.58M	﹤0.01%	462
2020 Q4	$5.79M	Sell	42,311 -4,797	-10%	-$615K	0.02%	228
2020 Q3	$5.57M	Sell	47,108 -960	-2%	-$114K	0.02%	225
2020 Q2	$5.41M	Buy	48,068 +13	+0%	+$1.43K	0.02%	226
2020 Q1	$4.77M	Sell	48,055 -990	-2%	-$123K	0.02%	222
2019 Q4	$6.69M	Sell	49,045 -514	-1%	-$67.7K	0.02%	220
2019 Q3	$6.36M	Buy	49,559 +80	+0.2%	+$10.2K	0.02%	221
2019 Q2	$6.29M	Buy	49,479 +302	+0.6%	+$37.8K	0.02%	243
2019 Q1	$6.07M	Sell	49,177 -296	-0.6%	-$35.6K	0.02%	244
2018 Q4	$5.49M	Sell	49,473 -63	-0.1%	-$7.55K	0.02%	263
2018 Q3	$6.27M	Buy	49,536 +80	+0.2%	+$10K	0.02%	254
2018 Q2	$6M	Buy	49,456 +34,465	+230%	+$4.19M	0.03%	271
2018 Q1	$1.8M	Buy	14,991 +4,016	+37%	+$501K	0.01%	408
2017 Q4	$1.36M	Buy	10,975 +577	+6%	+$69.9K	0.01%	413
2017 Q3	$1.23M	Hold	10,398	–	–	0.01%	417
2017 Q2	$1.21M	Sell	10,398 -88	-0.8%	-$10.1K	0.01%	425
2017 Q1	$1.21M	Sell	10,486 -5,577	-35%	-$639K	0.01%	431
2016 Q4	$1.8M	Buy	16,063 +1,113	+7%	+$120K	0.01%	521
2016 Q3	$1.58M	Buy	14,950 +4	+0%	+$422	0.01%	504
2016 Q2	$1.54M	Buy	14,946 +4,460	+43%	+$450K	0.01%	536
2016 Q1	$1.04M	Hold	10,486	–	–	0.01%	422
2015 Q4	$1.03M	Hold	10,486	–	–	0.01%	424
2015 Q3	$978K	Sell	10,486 -5,042	-32%	-$500K	0.01%	383
2015 Q2	$1.6M	Sell	15,528 -1,353	-8%	-$142K	0.01%	359
2015 Q1	$1.74M	Buy	16,881 +135	+0.8%	+$14K	0.01%	348
2014 Q4	$1.75M	Buy	+16,746	New	+$1.71M	0.01%	359
2014 Q2	–	Sell	-6,095	Closed	-$588K	–	523
2014 Q1	$588K	Buy	6,095 +215	+4%	+$20.1K	﹤0.01%	438
2013 Q4	$554K	Buy	+5,880	New	+$533K	﹤0.01%	434

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

Fiera Capital (Canada)'s IWD Position: Q2 2026 in Review

Fiera Capital (Canada) held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,016 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Fiera Capital (Canada) first reported a position in IWD in Q4 2013 and has held it in 46 quarters since. The position peaked at $6.69M in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fiera Capital (Canada) held 1,016 shares of iShares Russell 1000 Value ETF worth $246K as of Q2 2026.
Fiera Capital (Canada) left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Fiera Capital (Canada)'s portfolio in Q2 2026, its #385 holding.
Fiera Capital (Canada) first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 46 quarters since.
Fiera Capital (Canada)'s iShares Russell 1000 Value ETF position peaked at $6.69M in Q4 2019.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fiera Capital (Canada)'s 13F filing for Q2 2026, filed 7 Aug 2026.