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

Grassi 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
2025 Q2	$234K	Buy	+1,204	New	+$223K	0.02%	118

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Grassi Investment Management's IWD Position: Q2 2025 in Review

Grassi Investment Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2025: 1,204 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #118 among its holdings.

1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Grassi Investment Management held 1,204 shares of iShares Russell 1000 Value ETF worth $234K as of Q2 2025.
iShares Russell 1000 Value ETF was a new Grassi Investment Management position in Q2 2025.
iShares Russell 1000 Value ETF made up 0.02% of Grassi Investment Management's portfolio in Q2 2025, its #118 holding.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.