Greenspring Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Greenspring Advisors’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	$1.5M	Buy	7,002 +60	+0.9%	+$13.1K	0.09%	100
2025 Q4	$1.46M	Buy	6,942 +4,902	+240%	+$1.01M	0.09%	101
2025 Q3	$415K	Buy	+2,040	New	+$406K	0.07%	68
2025 Q1	$384K	Hold	2,040	–	–	0.09%	59
2024 Q4	$378K	Hold	2,040	–	–	0.08%	58
2024 Q3	$387K	Hold	2,040	–	–	0.08%	59
2024 Q2	$356K	Hold	2,040	–	–	0.09%	48
2024 Q1	$365K	Hold	2,040	–	–	0.09%	49
2023 Q4	$337K	Hold	2,040	–	–	0.09%	45
2023 Q3	$310K	Hold	2,040	–	–	0.1%	41
2023 Q2	$322K	Sell	2,040 -1,572	-44%	-$240K	0.1%	41
2023 Q1	$550K	Hold	3,612	–	–	0.12%	66
2022 Q4	$548K	Sell	3,612 -735	-17%	-$110K	0.15%	62
2022 Q3	$591K	Buy	4,347 +31	+0.7%	+$4.66K	0.18%	58
2022 Q2	$624K	Sell	4,316 -168	-4%	-$26.3K	0.18%	52
2022 Q1	$744K	Buy	4,484 +32	+0.7%	+$5.25K	0.2%	45
2021 Q4	$748K	Buy	+4,452	New	+$729K	0.19%	42

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 $424B AUM 22.96% 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

Greenspring Advisors's IWD Position: Q1 2026 in Review

Greenspring Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.86% in Q1 2026, buying an estimated $13.1K and bringing the position to 7,002 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #100.

Greenspring Advisors first reported a position in IWD in Q4 2021 and has held it in 17 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Greenspring Advisors held 7,002 shares of iShares Russell 1000 Value ETF worth $1.5M as of Q1 2026.
Greenspring Advisors bought 60 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $13.1K.
iShares Russell 1000 Value ETF made up 0.09% of Greenspring Advisors's portfolio in Q1 2026, its #100 holding.
Greenspring Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 17 quarters since.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.