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Global Strategic Investment Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Global Strategic Investment Solutions’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 		$1.66M Buy
6,840
+21
+0.3% +$4.89K 0.15% 63
2026
Q1 		$1.46M Buy
6,819
+24
+0.4% +$5.26K 0.14% 64
2025
Q4 		$1.43M Buy
6,795
+6
+0.1% +$1.24K 0.14% 67
2025
Q3 		$1.38M Buy
6,789
+6
+0.1% +$1.19K 0.14% 70
2025
Q2 		$1.32M Sell
6,783
-60
-0.9% -$11.1K 0.14% 70
2025
Q1 		$1.29M Sell
6,843
-4
-0.1% -$762 0.15% 64
2024
Q4 		$1.27M Buy
6,847
+340
+5% +$65.2K 0.15% 69
2024
Q3 		$1.23M Buy
6,507
+35
+0.5% +$6.38K 0.14% 65
2024
Q2 		$1.13M Buy
6,472
+26
+0.4% +$4.55K 0.14% 67
2024
Q1 		$1.15M Buy
6,446
+745
+13% +$126K 0.13% 66
2023
Q4 		$942K Buy
5,701
+70
+1% +$10.8K 0.12% 69
2023
Q3 		$855K Sell
5,631
-7
-0.1% -$1.11K 0.11% 74
2023
Q2 		$890K Buy
5,638
+9
+0.2% +$1.38K 0.11% 73
2023
Q1 		$857K Buy
5,629
+2
+0% +$309 0.12% 67
2022
Q4 		$853K Buy
5,627
+7
+0.1% +$1.05K 0.06% 66
2022
Q3 		$764K Hold
5,620
– – 0.04% 74
2022
Q2 		$815K Buy
5,620
+2
+0% +$313 0.06% 62
2022
Q1 		$932K Buy
5,618
+2
+0% +$328 0.06% 62
2021
Q4 		$943K Buy
5,616
+473
+9% +$77.5K 0.15% 54
2021
Q3 		$805K Hold
5,143
– – 0.14% 58
2021
Q2 		$816K Hold
5,143
– – 0.14% 55
2021
Q1 		$779K Hold
5,143
– – 0.14% 59
2020
Q4 		$703K Hold
5,143
– – 0.16% 55
2020
Q3 		$608K Hold
5,143
– – 0.15% 55
2020
Q2 		$579K Buy
+5,143
New +$566K 0.16% 52
2020
Q1 		– Sell
-2,198
Closed -$300K – 84
2019
Q4 		$300K Buy
2,198
+1
+0% +$132 0.11% 57
2019
Q3 		$282K Buy
2,197
+595
+37% +$75.6K 0.11% 54
2019
Q2 		$204K Buy
+1,602
New +$200K 0.1% 55
2019
Q1 		– Sell
-1,602
Closed -$178K – 60
2018
Q4 		$178K Buy
+1,602
New +$192K 0.15% 50

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Global Strategic Investment Solutions's IWD Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Russell 1000 Value ETF (IWD) stake by 0.31% in Q2 2026, buying an estimated $4.89K and bringing the position to 6,840 shares worth $1.66M. The position accounts for 0.15% of the portfolio, ranked #63.

Global Strategic Investment Solutions first reported a position in IWD in Q4 2018 and has held it in 29 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Global Strategic Investment Solutions held 6,840 shares of iShares Russell 1000 Value ETF worth $1.66M as of Q2 2026.
  • Global Strategic Investment Solutions bought 21 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.89K.
  • iShares Russell 1000 Value ETF made up 0.15% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #63 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 29 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.