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Goelzer Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Goelzer Investment Management’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 		$8.86M Sell
36,530
-13,853
-27% -$3.23M 0.39% 46
2026
Q1 		$10.8M Buy
50,383
+92
+0.2% +$20.1K 0.52% 32
2025
Q4 		$10.6M Sell
50,291
-3,093
-6% -$639K 0.49% 36
2025
Q3 		$10.9M Buy
53,384
+116
+0.2% +$23.1K 0.58% 28
2025
Q2 		$10.3M Buy
53,268
+205
+0.4% +$38K 0.57% 26
2025
Q1 		$9.98M Buy
53,063
+111
+0.2% +$21.1K 0.58% 31
2024
Q4 		$9.8M Sell
52,952
-5,212
-9% -$1,000K 0.57% 30
2024
Q3 		$11M Buy
58,164
+924
+2% +$168K 0.6% 27
2024
Q2 		$9.99M Sell
57,240
-6,060
-10% -$1.06M 0.56% 26
2024
Q1 		$11.3M Sell
63,300
-383
-0.6% -$64.8K 0.64% 24
2023
Q4 		$10.5M Sell
63,683
-2,600
-4% -$402K 0.68% 26
2023
Q3 		$10.1M Sell
66,283
-4,199
-6% -$666K 0.71% 23
2023
Q2 		$11.1M Sell
70,482
-8,679
-11% -$1.33M 0.94% 21
2023
Q1 		$12.1M Sell
79,161
-7,930
-9% -$1.22M 1.05% 19
2022
Q4 		$13.2M Sell
87,091
-1,876
-2% -$281K 1.13% 16
2022
Q3 		$12.1M Sell
88,967
-4,056
-4% -$609K 1.21% 14
2022
Q2 		$13.5M Buy
93,023
+4,391
+5% +$687K 1.3% 13
2022
Q1 		$14.7M Buy
88,632
+2,648
+3% +$435K 1.27% 13
2021
Q4 		$14.4M Sell
85,984
-4,403
-5% -$721K 1.18% 12
2021
Q3 		$14.1M Sell
90,387
-8,945
-9% -$1.43M 1.24% 11
2021
Q2 		$15.8M Sell
99,332
-697
-0.7% -$110K 1.31% 11
2021
Q1 		$15.2M Sell
100,029
-3,650
-4% -$528K 1.34% 11
2020
Q4 		$14.2M Buy
103,679
+6,000
+6% +$770K 1.31% 11
2020
Q3 		$11.5M Sell
97,679
-28,132
-22% -$3.34M 1.07% 17
2020
Q2 		$14.2M Sell
125,811
-537
-0.4% -$59.1K 1.36% 13
2020
Q1 		$12.5M Buy
126,348
+2,884
+2% +$359K 1.43% 13
2019
Q4 		$16.9M Sell
123,464
-1,858
-1% -$245K 1.45% 13
2019
Q3 		$16.1M Buy
125,322
+4,639
+4% +$590K 1.47% 11
2019
Q2 		$15.4M Sell
120,683
-448
-0.4% -$56.1K 1.41% 13
2019
Q1 		$15M Buy
121,131
+22,057
+22% +$2.65M 1.42% 12
2018
Q4 		$11M Buy
99,074
+9,616
+11% +$1.15M 1.41% 9
2018
Q3 		$11.3M Buy
89,458
+4,214
+5% +$529K 1.26% 14
2018
Q2 		$10.3M Buy
85,244
+4,758
+6% +$579K 1.2% 12
2018
Q1 		$9.65M Sell
80,486
-33,503
-29% -$4.18M 1.16% 13
2017
Q4 		$14.2M Buy
113,989
+2,226
+2% +$270K 1.59% 6
2017
Q3 		$13.2M Buy
111,763
+4,916
+5% +$573K 1.56% 8
2017
Q2 		$12.4M Buy
106,847
+2,184
+2% +$251K 1.53% 8
2017
Q1 		$12M Sell
104,663
-5,725
-5% -$656K 1.5% 8
2016
Q4 		$12.4M Buy
110,388
+9,095
+9% +$983K 1.61% 8
2016
Q3 		$10.7M Buy
101,293
+12,511
+14% +$1.32M 1.44% 10
2016
Q2 		$9.16M Hold
88,782
– – 1.26% 12
2016
Q1 		$8.77M Buy
88,782
+8,784
+11% +$823K 1.25% 12
2015
Q4 		$7.83M Buy
79,998
+154
+0.2% +$15.3K 1.14% 19
2015
Q3 		$7.45M Buy
79,844
+6,350
+9% +$630K 1.18% 15
2015
Q2 		$7.58M Buy
73,494
+494
+0.7% +$51.8K 1.15% 14
2015
Q1 		$7.53M Buy
+73,000
New +$7.56M 1.14% 13

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Goelzer Investment Management's IWD Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q2 2026, selling an estimated $3.23M and leaving 36,530 shares worth $8.86M. The position accounts for 0.39% of the portfolio, ranked #46.

Goelzer Investment Management first reported a position in IWD in Q1 2015 and has held it in 46 quarters since. The position peaked at $16.9M in Q4 2019. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Goelzer Investment Management held 36,530 shares of iShares Russell 1000 Value ETF worth $8.86M as of Q2 2026.
  • Goelzer Investment Management sold 13,853 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.23M.
  • iShares Russell 1000 Value ETF made up 0.39% of Goelzer Investment Management's portfolio in Q2 2026, its #46 holding.
  • Goelzer Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 46 quarters since.
  • Goelzer Investment Management's iShares Russell 1000 Value ETF position peaked at $16.9M in Q4 2019.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.