Firestone Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Firestone Capital Management’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	$207K	Buy	+855	New	+$199K	0.04%	163
2021 Q4	–	Sell	-855	Closed	-$136K	–	271
2021 Q3	$136K	Hold	855	–	–	0.05%	144
2021 Q2	$136K	Hold	855	–	–	0.05%	141
2021 Q1	$130K	Hold	855	–	–	0.05%	143
2020 Q4	$117K	Hold	855	–	–	0.04%	140
2020 Q3	$101K	Hold	855	–	–	0.05%	138
2020 Q2	$96K	Hold	855	–	–	0.04%	139
2020 Q1	$85K	Hold	855	–	–	0.04%	135
2019 Q4	$117K	Buy	+855	New	+$113K	0.05%	133

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 22.9% 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

Firestone Capital Management's IWD Position: Q2 2026 in Review

Firestone Capital Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 855 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Firestone Capital Management previously reported a position in IWD as recently as Q3 2021.

Firestone Capital Management first reported a position in IWD in Q4 2019 and has held it in 9 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Firestone Capital Management held 855 shares of iShares Russell 1000 Value ETF worth $207K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Firestone Capital Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Firestone Capital Management's portfolio in Q2 2026, its #163 holding.
Firestone Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 9 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.