Howe & Rusling’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $319K | Buy |
1,495
+182
| +14% | +$39.9K | 0.02% | 232 |
|
|
2025
Q4 | $276K | Buy |
1,313
+956
| +268% | +$197K | 0.02% | 253 |
|
|
2025
Q3 | $72.7K | Sell |
357
-335
| -48% | -$66.6K | 0.01% | 334 |
|
|
2025
Q2 | $134K | Buy |
692
+552
| +394% | +$102K | 0.01% | 299 |
|
|
2025
Q1 | $26.3K | Sell |
140
-127
| -48% | -$24.2K | ﹤0.01% | 344 |
|
|
2024
Q4 | $49.4K | Buy |
267
+18
| +7% | +$3.45K | ﹤0.01% | 314 |
|
|
2024
Q3 | $47.3K | Buy |
249
+147
| +144% | +$26.8K | ﹤0.01% | 303 |
|
|
2024
Q2 | $17.8K | Hold |
102
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $18.3K | Buy |
102
+44
| +76% | +$7.45K | ﹤0.01% | 321 |
|
|
2023
Q4 | $9.59K | Sell |
58
-22
| -28% | -$3.4K | ﹤0.01% | 329 |
|
|
2023
Q3 | $12.1K | Hold |
80
| – | – | ﹤0.01% | 293 |
|
|
2023
Q2 | $12.6K | Hold |
80
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $12.2K | Sell |
80
-396
| -83% | -$61.2K | ﹤0.01% | 280 |
|
|
2022
Q4 | $72.2K | Buy |
476
+80
| +20% | +$12K | 0.01% | 224 |
|
|
2022
Q3 | $54K | Hold |
396
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $57K | Buy |
+396
| New | +$61.9K | 0.01% | 298 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$6K | – | 988 |
|
|
2021
Q1 | $6K | Buy |
39
+25
| +179% | +$3.62K | ﹤0.01% | 576 |
|
|
2020
Q4 | $2K | Buy |
+14
| New | +$1.8K | ﹤0.01% | 808 |
|
|
2020
Q2 | – | Sell |
-426
| Closed | -$42K | – | 851 |
|
|
2020
Q1 | $42K | Buy |
426
+112
| +36% | +$14K | 0.01% | 269 |
|
|
2019
Q4 | $43K | Hold |
314
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $40K | Sell |
314
-193
| -38% | -$24.5K | 0.01% | 319 |
|
|
2019
Q2 | $65K | Hold |
507
| – | – | 0.01% | 274 |
|
|
2019
Q1 | $63K | Hold |
507
| – | – | 0.01% | 271 |
|
|
2018
Q4 | $56K | Hold |
507
| – | – | 0.01% | 250 |
|
|
2018
Q3 | $64K | Hold |
507
| – | – | 0.01% | 242 |
|
|
2018
Q2 | $62K | Hold |
507
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $61K | Hold |
507
| – | – | 0.01% | 256 |
|
|
2017
Q4 | $63K | Hold |
507
| – | – | 0.01% | 273 |
|
|
2017
Q3 | $60K | Hold |
507
| – | – | 0.01% | 282 |
|
|
2017
Q2 | $59K | Hold |
507
| – | – | 0.01% | 252 |
|
|
2017
Q1 | $58K | Sell |
507
-266
| -34% | -$30.5K | 0.01% | 247 |
|
|
2016
Q4 | $87K | Buy |
773
+160
| +26% | +$17.3K | 0.02% | 211 |
|
|
2016
Q3 | $65K | Buy |
+613
| New | +$64.6K | 0.01% | 233 |
|
|
2016
Q2 | – | Sell |
-632
| Closed | -$62K | – | 1005 |
|
|
2016
Q1 | $62K | Buy |
+632
| New | +$59.2K | 0.01% | 248 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$9K | – | 851 |
|
|
2013
Q3 | $9K | Sell |
100
-81
| -45% | -$7.03K | ﹤0.01% | 615 |
|
|
2013
Q2 | $15K | Buy |
+181
| New | +$15.1K | ﹤0.01% | 537 |
|
Other funds holding IWD
Howe & Rusling's IWD Position: Q1 2026 in Review
Howe & Rusling increased its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2026, buying an estimated $39.9K and bringing the position to 1,495 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #232.
Howe & Rusling first reported a position in IWD in Q2 2013 and has held it in 36 quarters since. 1,901 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Howe & Rusling held 1,495 shares of iShares Russell 1000 Value ETF worth $319K as of Q1 2026.
- Howe & Rusling bought 182 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $39.9K.
- iShares Russell 1000 Value ETF made up 0.02% of Howe & Rusling's portfolio in Q1 2026, its #232 holding.
- Howe & Rusling first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 36 quarters since.
- 1,901 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.