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 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 $1.37T 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 & Motley's IWD Position: Q1 2026 in Review

Foster & Motley increased its iShares Russell 1000 Value ETF (IWD) stake by 6.9% in Q1 2026, buying an estimated $671K and bringing the position to 47,742 shares worth $10.2M. The position accounts for 0.53% of the portfolio, ranked #43.

Foster & Motley first reported a position in IWD in Q4 2021 and has held it in 9 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Foster & Motley held 47,742 shares of iShares Russell 1000 Value ETF worth $10.2M as of Q1 2026.
Foster & Motley bought 3,066 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $671K.
iShares Russell 1000 Value ETF made up 0.53% of Foster & Motley's portfolio in Q1 2026, its #43 holding.
Foster & Motley first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 9 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.