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Gallagher Fiduciary Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gallagher Fiduciary Advisors’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 		$443K Buy
+1,827
New +$426K 0.01% 216
2026
Q1 		– Sell
-1,291
Closed -$271K – 347
2025
Q4 		$271K Buy
+1,291
New +$267K 0.01% 283
2025
Q1 		– Sell
-1,700
Closed -$315K – 322
2024
Q4 		$315K Buy
+1,700
New +$326K 0.06% 215

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

Gallagher Fiduciary Advisors's IWD Position: Q2 2026 in Review

Gallagher Fiduciary Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,827 shares worth $443K. The stake represents 0.01% of the portfolio and ranks #216 among its holdings. This is a return to the name: Gallagher Fiduciary Advisors previously reported a position in IWD as recently as Q4 2025.

Gallagher Fiduciary Advisors first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Gallagher Fiduciary Advisors held 1,827 shares of iShares Russell 1000 Value ETF worth $443K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Gallagher Fiduciary Advisors position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #216 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.