GI
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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
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 $1.37T 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 $761B 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 $1.47T 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 $564B 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