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GAMMA Investing’s iShares Russell 1000 Value ETF IWD Stock Holding History

GAMMA Investing’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 		$4.61M Buy
19,024
+1,551
+9% +$361K 0.17% 87
2026
Q1 		$3.73M Buy
17,473
+920
+6% +$201K 0.17% 85
2025
Q4 		$3.48M Buy
16,553
+992
+6% +$205K 0.17% 82
2025
Q3 		$3.17M Buy
15,561
+416
+3% +$82.8K 0.17% 89
2025
Q2 		$2.94M Buy
15,145
+1,401
+10% +$259K 0.19% 82
2025
Q1 		$2.59M Buy
13,744
+412
+3% +$78.5K 0.19% 86
2024
Q4 		$2.47M Buy
13,332
+3,391
+34% +$650K 0.21% 78
2024
Q3 		$1.89M Buy
9,941
+1,198
+14% +$218K 0.19% 100
2024
Q2 		$1.53M Buy
8,743
+2,208
+34% +$386K 0.21% 80
2024
Q1 		$1.17M Buy
6,535
+4,492
+220% +$760K 0.24% 65
2023
Q4 		$338K Buy
+2,043
New +$316K 0.09% 195

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

GAMMA Investing's IWD Position: Q2 2026 in Review

GAMMA Investing increased its iShares Russell 1000 Value ETF (IWD) stake by 8.9% in Q2 2026, buying an estimated $361K and bringing the position to 19,024 shares worth $4.61M. The position accounts for 0.17% of the portfolio, ranked #87.

GAMMA Investing first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • GAMMA Investing held 19,024 shares of iShares Russell 1000 Value ETF worth $4.61M as of Q2 2026.
  • GAMMA Investing bought 1,551 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $361K.
  • iShares Russell 1000 Value ETF made up 0.17% of GAMMA Investing's portfolio in Q2 2026, its #87 holding.
  • GAMMA Investing first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.