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IEQ Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

IEQ Capital’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 		$34.3M Sell
160,626
-41
-0% -$8.98K 0.16% 118
2025
Q4 		$33.8M Buy
160,667
+20,521
+15% +$4.24M 0.1% 123
2025
Q3 		$28.5M Buy
140,146
+14,789
+12% +$2.94M 0.09% 122
2025
Q2 		$24.3M Sell
125,357
-25,196
-17% -$4.67M 0.15% 99
2025
Q1 		$28.3M Buy
150,553
+22,991
+18% +$4.38M 0.23% 65
2024
Q4 		$23.6M Buy
127,562
+104,329
+449% +$20M 0.23% 61
2024
Q3 		$4.41M Buy
23,233
+1,944
+9% +$354K 0.05% 215
2024
Q2 		$3.71M Sell
21,289
-2,548
-11% -$446K 0.05% 225
2024
Q1 		$4.27M Buy
23,837
+1,308
+6% +$221K 0.06% 199
2023
Q4 		$3.72M Buy
22,529
+2,055
+10% +$317K 0.06% 193
2023
Q3 		$3.11M Sell
20,474
-10,538
-34% -$1.67M 0.06% 191
2023
Q2 		$4.89M Buy
31,012
+11,262
+57% +$1.72M 0.1% 141
2023
Q1 		$3.01M Buy
19,750
+2,700
+16% +$417K 0.07% 187
2022
Q4 		$2.59M Buy
17,050
+1,309
+8% +$196K 0.07% 197
2022
Q3 		$2.14M Sell
15,741
-7,011
-31% -$1.05M 0.06% 220
2022
Q2 		$3.3M Buy
22,752
+1,895
+9% +$296K 0.1% 136
2022
Q1 		$3.46M Buy
20,857
+5,393
+35% +$886K 0.08% 146
2021
Q4 		$2.6M Sell
15,464
-24,513
-61% -$4.02M 0.06% 164
2021
Q3 		$6.26M Sell
39,977
-20,065
-33% -$3.22M 0.17% 81
2021
Q2 		$9.52M Buy
60,042
+49,308
+459% +$7.81M 0.28% 50
2021
Q1 		$1.63M Sell
10,734
-595
-5% -$86.1K 0.07% 160
2020
Q4 		$1.55M Buy
11,329
+8
+0.1% +$1.03K 0.07% 136
2020
Q3 		$1.34M Buy
11,321
+1,022
+10% +$121K 0.07% 146
2020
Q2 		$1.16M Sell
10,299
-2,369
-19% -$261K 0.08% 141
2020
Q1 		$1.26M Buy
12,668
+128
+1% +$16K 0.1% 124
2019
Q4 		$1.71M Buy
+12,540
New +$1.65M 0.15% 103

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

IEQ Capital's IWD Position: Q1 2026 in Review

IEQ Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q1 2026, selling an estimated $8.98K and leaving 160,626 shares worth $34.3M. The position accounts for 0.16% of the portfolio, ranked #118.

IEQ Capital first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • IEQ Capital held 160,626 shares of iShares Russell 1000 Value ETF worth $34.3M as of Q1 2026.
  • IEQ Capital sold 41 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.98K.
  • iShares Russell 1000 Value ETF made up 0.16% of IEQ Capital's portfolio in Q1 2026, its #118 holding.
  • IEQ Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.