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Grimes & Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Grimes & Company’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 		$2.82M Sell
11,613
-139
-1% -$32.4K 0.06% 169
2026
Q1 		$2.51M Sell
11,752
-52
-0.4% -$11.4K 0.07% 164
2025
Q4 		$2.48M Buy
11,804
+15
+0.1% +$3.1K 0.06% 175
2025
Q3 		$2.4M Buy
11,789
+519
+5% +$103K 0.06% 170
2025
Q2 		$2.19M Buy
11,270
+45
+0.4% +$8.33K 0.06% 161
2025
Q1 		$2.11M Buy
11,225
+1,330
+13% +$253K 0.07% 143
2024
Q4 		$1.83M Sell
9,895
-5
-0.1% -$959 0.05% 157
2024
Q3 		$1.88M Buy
9,900
+41
+0.4% +$7.47K 0.05% 150
2024
Q2 		$1.72M Buy
9,859
+156
+2% +$27.3K 0.05% 144
2024
Q1 		$1.74M Sell
9,703
-531
-5% -$89.8K 0.05% 146
2023
Q4 		$1.69M Sell
10,234
-347
-3% -$53.6K 0.06% 144
2023
Q3 		$1.61M Buy
10,581
+656
+7% +$104K 0.06% 136
2023
Q2 		$1.57M Buy
9,925
+338
+4% +$51.7K 0.06% 136
2023
Q1 		$1.46M Buy
9,587
+845
+10% +$130K 0.06% 129
2022
Q4 		$1.33M Sell
8,742
-1,401
-14% -$210K 0.06% 140
2022
Q3 		$1.38M Buy
10,143
+2,030
+25% +$305K 0.07% 123
2022
Q2 		$1.18M Sell
8,113
-12
-0.1% -$1.88K 0.06% 134
2022
Q1 		$1.35M Sell
8,125
-281
-3% -$46.1K 0.07% 138
2021
Q4 		$1.41M Buy
8,406
+302
+4% +$49.5K 0.06% 138
2021
Q3 		$1.27M Sell
8,104
-4
-0% -$641 0.06% 140
2021
Q2 		$1.29M Buy
8,108
+99
+1% +$15.7K 0.06% 138
2021
Q1 		$1.21M Buy
8,009
+955
+14% +$138K 0.06% 136
2020
Q4 		$965K Buy
7,054
+384
+6% +$49.3K 0.05% 142
2020
Q3 		$788K Buy
6,670
+71
+1% +$8.42K 0.05% 143
2020
Q2 		$743K Hold
6,599
– – 0.05% 142
2020
Q1 		$654K Sell
6,599
-138
-2% -$17.2K 0.06% 137
2019
Q4 		$919K Sell
6,737
-469
-7% -$61.8K 0.06% 138
2019
Q3 		$924K Buy
7,206
+3,076
+74% +$391K 0.07% 132
2019
Q2 		$525K Buy
4,130
+333
+9% +$41.7K 0.04% 169
2019
Q1 		$469K Buy
3,797
+180
+5% +$21.6K 0.04% 168
2018
Q4 		$402K Buy
3,617
+476
+15% +$57K 0.04% 164
2018
Q3 		$398K Sell
3,141
-431
-12% -$54.1K 0.03% 177
2018
Q2 		$434K Sell
3,572
-58
-2% -$7.05K 0.04% 169
2018
Q1 		$435K Hold
3,630
– – 0.04% 164
2017
Q4 		$451K Hold
3,630
– – 0.04% 151
2017
Q3 		$430K Hold
3,630
– – 0.05% 146
2017
Q2 		$423K Sell
3,630
-176
-5% -$20.3K 0.05% 146
2017
Q1 		$437K Sell
3,806
-751
-16% -$86.1K 0.05% 142
2016
Q4 		$511K Buy
4,557
+628
+16% +$67.9K 0.06% 133
2016
Q3 		$415K Hold
3,929
– – 0.06% 140
2016
Q2 		$406K Buy
3,929
+169
+4% +$17.1K 0.05% 139
2016
Q1 		$372K Hold
3,760
– – 0.05% 137
2015
Q4 		$368K Buy
3,760
+495
+15% +$49.1K 0.05% 137
2015
Q3 		$305K Hold
3,265
– – 0.04% 143
2015
Q2 		$337K Buy
+3,265
New +$342K 0.05% 136

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Grimes & Company's IWD Position: Q2 2026 in Review

Grimes & Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, selling an estimated $32.4K and leaving 11,613 shares worth $2.82M. The position accounts for 0.06% of the portfolio, ranked #169.

Grimes & Company first reported a position in IWD in Q2 2015 and has held it in 45 quarters since. 932 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Grimes & Company held 11,613 shares of iShares Russell 1000 Value ETF worth $2.82M as of Q2 2026.
  • Grimes & Company sold 139 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.4K.
  • iShares Russell 1000 Value ETF made up 0.06% of Grimes & Company's portfolio in Q2 2026, its #169 holding.
  • Grimes & Company first reported a position in iShares Russell 1000 Value ETF in Q2 2015 and has held it in 45 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.