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Financial Insights’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Insights’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 		$746K Hold
3,078
– – 0.2% 70
2026
Q1 		$658K Sell
3,078
-213
-6% -$46.6K 0.21% 68
2025
Q4 		$692K Hold
3,291
– – 0.23% 60
2025
Q3 		$670K Buy
3,291
+135
+4% +$26.9K 0.22% 60
2025
Q2 		$613K Sell
3,156
-113
-3% -$20.9K 0.22% 62
2025
Q1 		$615K Sell
3,269
-1,812
-36% -$345K 0.24% 51
2024
Q4 		$941K Hold
5,081
– – 0.35% 40
2024
Q3 		$964K Hold
5,081
– – 0.3% 56
2024
Q2 		$886K Sell
5,081
-110
-2% -$19.2K 0.25% 64
2024
Q1 		$930K Sell
5,191
-127
-2% -$21.5K 0.26% 71
2023
Q4 		$879K Sell
5,318
-16
-0.3% -$2.47K 0.27% 68
2023
Q3 		$781K Hold
5,334
– – 0.28% 68
2023
Q2 		$842K Sell
5,334
-366
-6% -$56K 0.31% 60
2023
Q1 		$868K Sell
5,700
-23
-0.4% -$3.55K 0.35% 53
2022
Q4 		$868K Sell
5,723
-81
-1% -$12.1K 0.41% 50
2022
Q3 		$789K Sell
5,804
-47
-0.8% -$7.06K 0.53% 41
2022
Q2 		$848K Sell
5,851
-322
-5% -$50.4K 0.86% 30
2022
Q1 		$1.02M Hold
6,173
– – 0.94% 29
2021
Q4 		$1.04M Sell
6,173
-110
-2% -$18K 0.89% 31
2021
Q3 		$983K Sell
6,283
-194
-3% -$31.1K 0.9% 29
2021
Q2 		$1.03M Hold
6,477
– – 0.85% 29
2021
Q1 		$982K Sell
6,477
-144
-2% -$20.8K 0.73% 31
2020
Q4 		$905K Sell
6,621
-214
-3% -$27.4K 0.7% 27
2020
Q3 		$807K Sell
6,835
-4,261
-38% -$505K 0.69% 26
2020
Q2 		$822K Buy
11,096
+2,375
+27% +$261K 0.73% 25
2020
Q1 		$865K Sell
8,721
-113
-1% -$14.1K 0.91% 22
2019
Q4 		$1.21M Sell
8,834
-1,650
-16% -$217K 1.06% 21
2019
Q3 		$1.34M Sell
10,484
-33
-0.3% -$4.19K 1.29% 17
2019
Q2 		$1.3M Sell
10,517
-207
-2% -$25.9K 1.32% 17
2019
Q1 		$1.37M Hold
10,724
– – 1.43% 17
2018
Q4 		$1.28M Buy
+10,724
New +$1.29M 1.43% 17

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

Financial Insights's IWD Position: Q2 2026 in Review

Financial Insights held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,078 shares worth $746K. The position accounts for 0.2% of the portfolio, ranked #70.

Financial Insights first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.37M in Q1 2019. 1,974 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Financial Insights held 3,078 shares of iShares Russell 1000 Value ETF worth $746K as of Q2 2026.
  • Financial Insights left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.2% of Financial Insights's portfolio in Q2 2026, its #70 holding.
  • Financial Insights first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Insights's iShares Russell 1000 Value ETF position peaked at $1.37M in Q1 2019.
  • 1,974 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.