Foster & Motley’s iShares Russell 1000 Value ETF IWD Stock Holding History

Foster & Motley’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	$12.3M	Buy	50,563 +2,821	+6%	+$657K	0.56%	39
2026 Q1	$10.2M	Buy	47,742 +3,066	+7%	+$671K	0.53%	43
2025 Q4	$9.4M	Buy	44,676 +4,074	+10%	+$842K	0.5%	49
2025 Q3	$8.27M	Buy	40,602 +3,856	+10%	+$767K	0.45%	57
2025 Q2	$7.14M	Buy	36,746 +9,759	+36%	+$1.81M	0.41%	62
2025 Q1	$5.08M	Buy	26,987 +10,875	+67%	+$2.07M	0.32%	84
2024 Q4	$2.98M	Buy	16,112 +8,950	+125%	+$1.72M	0.19%	117
2024 Q3	$1.36M	Buy	+7,162	New	+$1.3M	0.09%	190
2022 Q2	–	Sell	-1,376	Closed	-$228K	–	364
2022 Q1	$228K	Buy	1,376 +146	+12%	+$24K	0.02%	340
2021 Q4	$207K	Buy	+1,230	New	+$202K	0.02%	343

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 22.96% 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

Foster & Motley's IWD Position: Q2 2026 in Review

Foster & Motley increased its iShares Russell 1000 Value ETF (IWD) stake by 5.9% in Q2 2026, buying an estimated $657K and bringing the position to 50,563 shares worth $12.3M. The position accounts for 0.56% of the portfolio, ranked #39.

Foster & Motley first reported a position in IWD in Q4 2021 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Foster & Motley held 50,563 shares of iShares Russell 1000 Value ETF worth $12.3M as of Q2 2026.
Foster & Motley bought 2,821 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $657K.
iShares Russell 1000 Value ETF made up 0.56% of Foster & Motley's portfolio in Q2 2026, its #39 holding.
Foster & Motley first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 10 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.