Gibson Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $520K | Hold |
2,146
| – | – | 0.09% | 47 |
|
|
2026
Q1 | $459K | Hold |
2,146
| – | – | 0.09% | 49 |
|
|
2025
Q4 | $451K | Hold |
2,146
| – | – | 0.08% | 50 |
|
|
2025
Q3 | $437K | Hold |
2,146
| – | – | 0.08% | 52 |
|
|
2025
Q2 | $417K | Hold |
2,146
| – | – | 0.08% | 49 |
|
|
2025
Q1 | $404K | Hold |
2,146
| – | – | 0.09% | 48 |
|
|
2024
Q4 | $397K | Hold |
2,146
| – | – | 0.08% | 43 |
|
|
2024
Q3 | $407K | Hold |
2,146
| – | – | 0.08% | 41 |
|
|
2024
Q2 | $374K | Hold |
2,146
| – | – | 0.08% | 40 |
|
|
2024
Q1 | $384K | Hold |
2,146
| – | – | 0.08% | 41 |
|
|
2023
Q4 | $355K | Sell |
2,146
-63
| -3% | -$9.73K | 0.08% | 42 |
|
|
2023
Q3 | $335K | Hold |
2,209
| – | – | 0.09% | 32 |
|
|
2023
Q2 | $349K | Hold |
2,209
| – | – | 0.09% | 33 |
|
|
2023
Q1 | $336K | Hold |
2,209
| – | – | 0.09% | 35 |
|
|
2022
Q4 | $335K | Hold |
2,209
| – | – | 0.1% | 30 |
|
|
2022
Q3 | $299K | Buy |
2,209
+63
| +3% | +$9.47K | 0.09% | 30 |
|
|
2022
Q2 | $307K | Hold |
2,146
| – | – | 0.09% | 31 |
|
|
2022
Q1 | $354K | Hold |
2,146
| – | – | 0.09% | 25 |
|
|
2021
Q4 | $359K | Hold |
2,146
| – | – | 0.08% | 28 |
|
|
2021
Q3 | $333K | Hold |
2,146
| – | – | 0.09% | 30 |
|
|
2021
Q2 | $338K | Hold |
2,146
| – | – | 0.09% | 27 |
|
|
2021
Q1 | $322K | Hold |
2,146
| – | – | 0.09% | 28 |
|
|
2020
Q4 | $293K | Hold |
2,146
| – | – | 0.09% | 30 |
|
|
2020
Q3 | $252K | Hold |
2,146
| – | – | 0.08% | 30 |
|
|
2020
Q2 | $241K | Hold |
2,146
| – | – | 0.09% | 30 |
|
|
2020
Q1 | $210K | Hold |
2,146
| – | – | 0.09% | 28 |
|
|
2019
Q4 | $290K | Hold |
2,146
| – | – | 0.1% | 35 |
|
|
2019
Q3 | $274K | Hold |
2,146
| – | – | 0.1% | 32 |
|
|
2019
Q2 | $269K | Hold |
2,146
| – | – | 0.1% | 29 |
|
|
2019
Q1 | $263K | Hold |
2,146
| – | – | 0.09% | 35 |
|
|
2018
Q4 | $236K | Hold |
2,146
| – | – | 0.09% | 34 |
|
|
2018
Q3 | $269K | Hold |
2,146
| – | – | 0.09% | 32 |
|
|
2018
Q2 | $258K | Hold |
2,146
| – | – | 0.09% | 35 |
|
|
2018
Q1 | $253K | Hold |
2,146
| – | – | 0.09% | 35 |
|
|
2017
Q4 | $263K | Hold |
2,146
| – | – | 0.09% | 34 |
|
|
2017
Q3 | $254K | Hold |
2,146
| – | – | 0.09% | 35 |
|
|
2017
Q2 | $247K | Buy |
2,146
+400
| +23% | +$46K | 0.09% | 35 |
|
|
2017
Q1 | $197K | Buy |
+1,746
| New | +$200K | 0.07% | 35 |
|
Other funds holding IWD
Gibson Capital's IWD Position: Q2 2026 in Review
Gibson Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,146 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #47.
Gibson Capital first reported a position in IWD in Q1 2017 and has held it in 38 quarters since. 1,770 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Gibson Capital held 2,146 shares of iShares Russell 1000 Value ETF worth $520K as of Q2 2026.
- Gibson Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.09% of Gibson Capital's portfolio in Q2 2026, its #47 holding.
- Gibson Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 38 quarters since.
- 1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Gibson Capital's 13F filing for Q2 2026, filed 13 Aug 2026.