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Greenleaf Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

Greenleaf Trust’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 		$1.53M Buy
7,183
+70
+1% +$15.3K 0.02% 246
2025
Q4 		$1.5M Hold
7,113
– – 0.01% 247
2025
Q3 		$1.45M Sell
7,113
-275
-4% -$54.7K 0.01% 252
2025
Q2 		$1.43M Buy
7,388
+75
+1% +$13.9K 0.01% 253
2025
Q1 		$1.38M Sell
7,313
-837
-10% -$159K 0.01% 260
2024
Q4 		$1.51M Sell
8,150
-37
-0.5% -$7.1K 0.01% 244
2024
Q3 		$1.55M Buy
8,187
+3,117
+61% +$568K 0.01% 239
2024
Q2 		$885K Sell
5,070
-206
-4% -$36K 0.01% 323
2024
Q1 		$945K Sell
5,276
-996
-16% -$169K 0.01% 310
2023
Q4 		$1.04M Sell
6,272
-991
-14% -$153K 0.01% 291
2023
Q3 		$1.1M Buy
7,263
+2,200
+43% +$349K 0.01% 254
2023
Q2 		$799K Sell
5,063
-122
-2% -$18.7K 0.01% 328
2023
Q1 		$789K Sell
5,185
-298
-5% -$46K 0.01% 326
2022
Q4 		$831K Buy
5,483
+168
+3% +$25.1K 0.01% 307
2022
Q3 		$723K Buy
5,315
+651
+14% +$97.8K 0.01% 299
2022
Q2 		$676K Hold
4,664
– – 0.01% 310
2022
Q1 		$774K Buy
4,664
+140
+3% +$23K 0.01% 303
2021
Q4 		$760K Buy
4,524
+438
+11% +$71.8K 0.01% 307
2021
Q3 		$640K Buy
4,086
+2,218
+119% +$356K 0.01% 333
2021
Q2 		$296K Hold
1,868
– – ﹤0.01% 580
2021
Q1 		$283K Hold
1,868
– – ﹤0.01% 569
2020
Q4 		$255K Buy
1,868
+143
+8% +$18.3K ﹤0.01% 510
2020
Q3 		$204K Buy
+1,725
New +$205K ﹤0.01% 520
2020
Q1 		– Sell
-1,615
Closed -$220K – 540
2019
Q4 		$220K Hold
1,615
– – ﹤0.01% 492
2019
Q3 		$207K Sell
1,615
-151
-9% -$19.2K ﹤0.01% 517
2019
Q2 		$225K Sell
1,766
-129
-7% -$16.1K ﹤0.01% 477
2019
Q1 		$234K Hold
1,895
– – ﹤0.01% 454
2018
Q4 		$210K Hold
1,895
– – ﹤0.01% 441
2018
Q3 		$240K Buy
+1,895
New +$238K ﹤0.01% 460

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 $871B 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 $1.56T 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 $666B 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

Greenleaf Trust's IWD Position: Q1 2026 in Review

Greenleaf Trust increased its iShares Russell 1000 Value ETF (IWD) stake by 0.98% in Q1 2026, buying an estimated $15.3K and bringing the position to 7,183 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #246.

Greenleaf Trust first reported a position in IWD in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.55M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Greenleaf Trust held 7,183 shares of iShares Russell 1000 Value ETF worth $1.53M as of Q1 2026.
  • Greenleaf Trust bought 70 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $15.3K.
  • iShares Russell 1000 Value ETF made up 0.02% of Greenleaf Trust's portfolio in Q1 2026, its #246 holding.
  • Greenleaf Trust first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 29 quarters since.
  • Greenleaf Trust's iShares Russell 1000 Value ETF position peaked at $1.55M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.