Foster Dykema Cabot & Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Foster Dykema Cabot & Partners’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	$2.06M	Sell	9,635 -118	-1%	-$25.8K	0.13%	34
2025 Q4	$2.05M	Sell	9,753 -2,122	-18%	-$438K	0.13%	34
2025 Q3	$2.42M	Hold	11,875	–	–	0.16%	36
2025 Q2	$2.31M	Sell	11,875 -273	-2%	-$50.6K	0.16%	35
2025 Q1	$2.29M	Sell	12,148 -469	-4%	-$89.3K	0.18%	35
2024 Q4	$2.34M	Sell	12,617 -2,456	-16%	-$471K	0.18%	37
2024 Q3	$2.86M	Buy	15,073 +2,144	+17%	+$391K	0.24%	34
2024 Q2	$2.26M	Hold	12,929	–	–	0.2%	35
2024 Q1	$2.32M	Sell	12,929 -249	-2%	-$42.1K	0.22%	35
2023 Q4	$2.18M	Buy	+13,178	New	+$2.04M	0.23%	34

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

Foster Dykema Cabot & Partners's IWD Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q1 2026, selling an estimated $25.8K and leaving 9,635 shares worth $2.06M. The position accounts for 0.13% of the portfolio, ranked #34.

Foster Dykema Cabot & Partners first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.86M in Q3 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Foster Dykema Cabot & Partners held 9,635 shares of iShares Russell 1000 Value ETF worth $2.06M as of Q1 2026.
Foster Dykema Cabot & Partners sold 118 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $25.8K.
iShares Russell 1000 Value ETF made up 0.13% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #34 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Russell 1000 Value ETF position peaked at $2.86M in Q3 2024.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.