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Glenview Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Glenview Trust’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 		$4.5M Buy
21,051
+84
+0.4% +$18.4K 0.07% 163
2025
Q4 		$4.41M Buy
20,967
+614
+3% +$127K 0.07% 169
2025
Q3 		$4.14M Sell
20,353
-318
-2% -$63.3K 0.07% 171
2025
Q2 		$4.01M Buy
20,671
+4,455
+27% +$825K 0.07% 169
2025
Q1 		$3.05M Buy
16,216
+290
+2% +$55.2K 0.06% 178
2024
Q4 		$2.95M Sell
15,926
-60
-0.4% -$11.5K 0.06% 178
2024
Q3 		$3.03M Sell
15,986
-176
-1% -$32.1K 0.06% 176
2024
Q2 		$2.82M Sell
16,162
-654
-4% -$114K 0.06% 171
2024
Q1 		$3.01M Buy
16,816
+2
+0% +$338 0.06% 166
2023
Q4 		$2.78M Sell
16,814
-498
-3% -$76.9K 0.07% 166
2023
Q3 		$2.63M Sell
17,312
-4,065
-19% -$645K 0.07% 152
2023
Q2 		$3.37M Sell
21,377
-628
-3% -$96K 0.09% 140
2023
Q1 		$3.35M Buy
22,005
+166
+0.8% +$25.6K 0.1% 140
2022
Q4 		$3.31M Buy
21,839
+4,022
+23% +$602K 0.11% 133
2022
Q3 		$2.42M Sell
17,817
-52
-0.3% -$7.81K 0.09% 139
2022
Q2 		$2.59M Buy
17,869
+991
+6% +$155K 0.1% 135
2022
Q1 		$2.8M Sell
16,878
-212
-1% -$34.8K 0.09% 137
2021
Q4 		$2.87M Sell
17,090
-851
-5% -$139K 0.1% 136
2021
Q3 		$2.81M Sell
17,941
-82
-0.5% -$13.1K 0.11% 126
2021
Q2 		$2.86M Buy
18,023
+259
+1% +$41K 0.11% 127
2021
Q1 		$2.69M Buy
17,764
+3,258
+22% +$471K 0.12% 126
2020
Q4 		$1.98M Buy
14,506
+370
+3% +$47.5K 0.09% 133
2020
Q3 		$1.67M Sell
14,136
-813
-5% -$96.4K 0.09% 136
2020
Q2 		$1.68M Buy
14,949
+5,581
+60% +$614K 0.1% 134
2020
Q1 		$929K Buy
9,368
+720
+8% +$89.7K 0.06% 171
2019
Q4 		$1.18M Hold
8,648
– – 0.07% 170
2019
Q3 		$1.11M Buy
8,648
+3,784
+78% +$481K 0.07% 171
2019
Q2 		$618K Sell
4,864
-40
-0.8% -$5.01K 0.04% 218
2019
Q1 		$605K Sell
4,904
-482
-9% -$57.9K 0.04% 218
2018
Q4 		$598K Buy
5,386
+24
+0.4% +$2.88K 0.04% 213
2018
Q3 		$679K Buy
5,362
+60
+1% +$7.54K 0.04% 207
2018
Q2 		$643K Hold
5,302
– – 0.05% 188
2018
Q1 		$636K Sell
5,302
-84
-2% -$10.5K 0.04% 211
2017
Q4 		$669K Sell
5,386
-201
-4% -$24.4K 0.05% 211
2017
Q3 		$662K Hold
5,587
– – 0.05% 199
2017
Q2 		$651K Hold
5,587
– – 0.05% 195
2017
Q1 		$642K Buy
5,587
+1,303
+30% +$149K 0.05% 199
2016
Q4 		$480K Buy
+4,284
New +$463K 0.04% 221
2015
Q4 		$236K Buy
+2,412
New +$239K 0.02% 228
2014
Q4 		$205K Buy
+1,966
New +$200K 0.02% 221

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

Glenview Trust's IWD Position: Q1 2026 in Review

Glenview Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 0.4% in Q1 2026, buying an estimated $18.4K and bringing the position to 21,051 shares worth $4.5M. The position accounts for 0.07% of the portfolio, ranked #163.

Glenview Trust first reported a position in IWD in Q4 2014 and has held it in 40 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Glenview Trust held 21,051 shares of iShares Russell 1000 Value ETF worth $4.5M as of Q1 2026.
  • Glenview Trust bought 84 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $18.4K.
  • iShares Russell 1000 Value ETF made up 0.07% of Glenview Trust's portfolio in Q1 2026, its #163 holding.
  • Glenview Trust first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 40 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.