FG
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Foster Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Foster Group’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 		$314K Buy
+1,296
New +$302K 0.01% 238
2022
Q4 		– Sell
-1,838
Closed -$250K – 148
2022
Q3 		$250K Sell
1,838
-1,557
-46% -$234K 0.02% 122
2022
Q2 		$492K Buy
+3,395
New +$531K 0.04% 97

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

Foster Group's IWD Position: Q2 2026 in Review

Foster Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,296 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Foster Group previously reported a position in IWD as recently as Q3 2022.

Foster Group first reported a position in IWD in Q2 2022 and has held it in 3 quarters since. The position peaked at $492K in Q2 2022. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Foster Group held 1,296 shares of iShares Russell 1000 Value ETF worth $314K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Foster Group position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Foster Group's portfolio in Q2 2026, its #238 holding.
  • Foster Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 3 quarters since.
  • Foster Group's iShares Russell 1000 Value ETF position peaked at $492K in Q2 2022.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.