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Fusion Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fusion Capital’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 		$492K Buy
2,305
+25
+1% +$5.47K 0.13% 61
2025
Q4 		$480K Buy
2,280
+6
+0.3% +$1.24K 0.13% 63
2025
Q3 		$465K Sell
2,274
-61
-3% -$12.1K 0.14% 65
2025
Q2 		$454K Sell
2,335
-240
-9% -$44.4K 0.16% 64
2025
Q1 		$484K Buy
2,575
+35
+1% +$6.67K 0.18% 53
2024
Q4 		$470K Buy
2,540
+4
+0.2% +$767 0.19% 60
2024
Q3 		$481K Buy
2,536
+209
+9% +$38.1K 0.21% 52
2024
Q2 		$406K Sell
2,327
-144
-6% -$25.2K 0.19% 55
2024
Q1 		$443K Buy
2,471
+3
+0.1% +$508 0.2% 51
2023
Q4 		$408K Sell
2,468
-173
-7% -$26.7K 0.21% 50
2023
Q3 		$401K Hold
2,641
– – 0.23% 45
2023
Q2 		$417K Buy
2,641
+3
+0.1% +$459 0.23% 46
2023
Q1 		$401K Sell
2,638
-73
-3% -$11.3K 0.23% 43
2022
Q4 		$411K Buy
2,711
+73
+3% +$10.9K 0.24% 42
2022
Q3 		$359K Sell
2,638
-70
-3% -$10.5K 0.23% 45
2022
Q2 		$393K Sell
2,708
-31
-1% -$4.85K 0.24% 45
2022
Q1 		$455K Buy
2,739
+1
+0% +$164 0.24% 49
2021
Q4 		$460K Buy
2,738
+3
+0.1% +$492 0.23% 48
2021
Q3 		$428K Sell
2,735
-25
-0.9% -$4.01K 0.25% 46
2021
Q2 		$438K Buy
2,760
+853
+45% +$135K 0.26% 45
2021
Q1 		$289K Buy
+1,907
New +$276K 0.19% 57

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fusion Capital's IWD Position: Q1 2026 in Review

Fusion Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q1 2026, buying an estimated $5.47K and bringing the position to 2,305 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #61.

Fusion Capital first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Fusion Capital held 2,305 shares of iShares Russell 1000 Value ETF worth $492K as of Q1 2026.
  • Fusion Capital bought 25 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.47K.
  • iShares Russell 1000 Value ETF made up 0.13% of Fusion Capital's portfolio in Q1 2026, its #61 holding.
  • Fusion Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.