Grandfield & Dodd’s iShares Russell 1000 Value ETF IWD Stock Holding History

Grandfield & Dodd’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	–	Sell	-955	Closed	-$201K	–	214
2025 Q4	$201K	Sell	955 -300	-24%	-$62K	0.01%	204
2025 Q3	$256K	Hold	1,255	–	–	0.01%	198
2025 Q2	$244K	Hold	1,255	–	–	0.01%	200
2025 Q1	$236K	Sell	1,255 -302	-19%	-$57.5K	0.01%	187
2024 Q4	$288K	Hold	1,557	–	–	0.02%	177
2024 Q3	$296K	Hold	1,557	–	–	0.02%	179
2024 Q2	$272K	Hold	1,557	–	–	0.02%	180
2024 Q1	$279K	Hold	1,557	–	–	0.02%	176
2023 Q4	$257K	Hold	1,557	–	–	0.02%	173
2023 Q3	$236K	Hold	1,557	–	–	0.02%	170
2023 Q2	$246K	Hold	1,557	–	–	0.02%	170
2023 Q1	$237K	Buy	1,557 +202	+15%	+$31.2K	0.02%	176
2022 Q4	$205K	Buy	+1,355	New	+$203K	0.02%	188
2022 Q2	–	Sell	-1,355	Closed	-$220K	–	196
2022 Q1	$220K	Buy	+1,355	New	+$223K	0.01%	191

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Grandfield & Dodd's IWD Position: Q1 2026 in Review

Grandfield & Dodd sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 955 shares — an estimated $201K sold.

Grandfield & Dodd first reported a position in IWD in Q1 2022 and held it in 14 quarters. The position peaked at $296K in Q3 2024. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Grandfield & Dodd reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Grandfield & Dodd sold 955 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $201K.
Grandfield & Dodd first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 14 quarters.
Grandfield & Dodd's iShares Russell 1000 Value ETF position peaked at $296K in Q3 2024.
1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.