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GLOBALT Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

GLOBALT Investments’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 		$416M Sell
1,715,696
-33,408
-2% -$7.78M 14.03% 2
2026
Q1 		$374M Buy
1,749,104
+62,425
+4% +$13.7M 13.33% 2
2025
Q4 		$355M Sell
1,686,679
-16,615
-1% -$3.43M 12.95% 2
2025
Q3 		$347M Sell
1,703,294
-28,893
-2% -$5.75M 12.66% 2
2025
Q2 		$336M Sell
1,732,187
-51,866
-3% -$9.61M 12.89% 2
2025
Q1 		$336M Sell
1,784,053
-46,540
-3% -$8.86M 13.72% 2
2024
Q4 		$339M Sell
1,830,593
-52,771
-3% -$10.1M 12.97% 2
2024
Q3 		$357M Sell
1,883,364
-81,407
-4% -$14.8M 13.39% 2
2024
Q2 		$343M Buy
1,964,771
+3,339
+0.2% +$584K 13.69% 2
2024
Q1 		$351M Sell
1,961,432
-41,454
-2% -$7.01M 13.99% 2
2023
Q4 		$331M Buy
+2,002,886
New +$309M 13.76% 2

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

GLOBALT Investments's IWD Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q2 2026, selling an estimated $7.78M and leaving 1,715,696 shares worth $416M. The position accounts for 14.03% of the portfolio, ranked #2.

GLOBALT Investments first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • GLOBALT Investments held 1,715,696 shares of iShares Russell 1000 Value ETF worth $416M as of Q2 2026.
  • GLOBALT Investments sold 33,408 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.78M.
  • iShares Russell 1000 Value ETF made up 14.03% of GLOBALT Investments's portfolio in Q2 2026, its #2 holding.
  • GLOBALT Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.