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Fort Sheridan Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fort Sheridan Advisors’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 		$816K Buy
3,367
+1
+0% +$233 0.09% 139
2026
Q1 		$719K Buy
3,366
+108
+3% +$23.7K 0.09% 145
2025
Q4 		$685K Buy
3,258
+31
+1% +$6.4K 0.09% 134
2025
Q3 		$657K Buy
3,227
+98
+3% +$19.5K 0.09% 142
2025
Q2 		$608K Sell
3,129
-1,247
-28% -$231K 0.09% 137
2025
Q1 		$823K Buy
4,376
+85
+2% +$16.2K 0.13% 116
2024
Q4 		$794K Buy
4,291
+399
+10% +$76.5K 0.12% 119
2024
Q3 		$739K Buy
3,892
+212
+6% +$38.6K 0.11% 120
2024
Q2 		$642K Buy
3,680
+199
+6% +$34.8K 0.1% 123
2024
Q1 		$624K Buy
3,481
+492
+16% +$83.2K 0.12% 115
2023
Q4 		$494K Buy
2,989
+23
+0.8% +$3.55K 0.1% 127
2023
Q3 		$450K Buy
2,966
+58
+2% +$9.2K 0.1% 122
2023
Q2 		$459K Buy
2,908
+148
+5% +$22.6K 0.1% 125
2023
Q1 		$420K Buy
2,760
+228
+9% +$35.2K 0.11% 125
2022
Q4 		$384K Buy
2,532
+352
+16% +$52.7K 0.12% 121
2022
Q3 		$296K Buy
2,180
+12
+0.6% +$1.8K 0.1% 135
2022
Q2 		$314K Buy
2,168
+8
+0.4% +$1.25K 0.1% 130
2022
Q1 		$359K Buy
2,160
+27
+1% +$4.43K 0.11% 126
2021
Q4 		$358K Buy
2,133
+20
+0.9% +$3.28K 0.1% 131
2021
Q3 		$331K Sell
2,113
-32
-1% -$5.13K 0.11% 135
2021
Q2 		$340K Buy
2,145
+501
+30% +$79.3K 0.11% 128
2021
Q1 		$249K Buy
+1,644
New +$238K 0.1% 131

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

Fort Sheridan Advisors's IWD Position: Q2 2026 in Review

Fort Sheridan Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q2 2026, buying an estimated $233 and bringing the position to 3,367 shares worth $816K. The position accounts for 0.09% of the portfolio, ranked #139.

Fort Sheridan Advisors first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $823K in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Fort Sheridan Advisors held 3,367 shares of iShares Russell 1000 Value ETF worth $816K as of Q2 2026.
  • Fort Sheridan Advisors bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.09% of Fort Sheridan Advisors's portfolio in Q2 2026, its #139 holding.
  • Fort Sheridan Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Fort Sheridan Advisors's iShares Russell 1000 Value ETF position peaked at $823K in Q1 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fort Sheridan Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.