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

Inscription 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 Q2	$521K	Buy	2,150 +423	+24%	+$98.5K	0.05%	378
2026 Q1	$369K	Buy	1,727 +3	+0.2%	+$657	0.04%	439
2025 Q4	$363K	Buy	1,724 +4	+0.2%	+$826	0.04%	444
2025 Q3	$350K	Buy	1,720 +3	+0.2%	+$597	0.04%	446
2025 Q2	$333K	Buy	1,717 +205	+14%	+$38K	0.05%	328
2025 Q1	$271K	Buy	+1,512	New	+$288K	0.04%	265
2024 Q3	$288K	Hold	1,519	–	–	0.04%	281
2024 Q2	$265K	Buy	1,519 +7	+0.5%	+$1.22K	0.04%	272
2024 Q1	$271K	Buy	+1,512	New	+$256K	0.04%	265
2021 Q3	–	Sell	-2,057	Closed	-$326K	–	306
2021 Q2	$326K	Buy	+2,057	New	+$326K	0.04%	241
2019 Q2	–	Sell	-53	Closed	-$7K	–	174
2019 Q1	$7K	Hold	53	–	–	﹤0.01%	242
2018 Q4	$6K	Buy	+53	New	+$6.35K	﹤0.01%	269

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Inscription Capital's IWD Position: Q2 2026 in Review

Inscription Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, buying an estimated $98.5K and bringing the position to 2,150 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #378.

Inscription Capital first reported a position in IWD in Q4 2018 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Inscription Capital held 2,150 shares of iShares Russell 1000 Value ETF worth $521K as of Q2 2026.
Inscription Capital bought 423 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $98.5K.
iShares Russell 1000 Value ETF made up 0.05% of Inscription Capital's portfolio in Q2 2026, its #378 holding.
Inscription Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.