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Integrated Investment Consultants’s iShares Russell 1000 Value ETF IWD Stock Holding History

Integrated Investment Consultants’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 		$19.2M Sell
89,963
-1,149
-1% -$252K 4.08% 5
2025
Q4 		$19.2M Sell
91,112
-5,807
-6% -$1.2M 3.76% 5
2025
Q3 		$18.7M Buy
96,919
+1,869
+2% +$372K 3.17% 4
2025
Q2 		$17.5M Buy
95,050
+7,033
+8% +$1.3M 3.43% 3
2025
Q1 		$15.6M Buy
88,017
+2,405
+3% +$458K 3.1% 5
2024
Q4 		$14.9M Sell
85,612
-2,582
-3% -$495K 3.07% 4
2024
Q3 		$15.8M Buy
88,194
+4,367
+5% +$796K 3.43% 4
2024
Q2 		$15M Hold
83,827
– – 4.13% 4
2024
Q1 		$15M Sell
83,827
-222
-0.3% -$37.6K 4.13% 4
2023
Q4 		$13.9M Sell
84,049
-202
-0.2% -$31.2K 4.39% 4
2023
Q3 		$12.8M Sell
84,251
-1,373
-2% -$218K 4.65% 4
2023
Q2 		$13.5M Sell
85,624
-166
-0.2% -$25.4K 4.28% 4
2023
Q1 		$13.1M Sell
85,790
-10,175
-11% -$1.57M 4.1% 6
2022
Q4 		$14.6M Sell
95,965
-25,710
-21% -$3.85M 4.91% 5
2022
Q3 		$16.5M Sell
121,675
-1,864
-2% -$280K 6.57% 3
2022
Q2 		$17.9M Sell
123,539
-3,694
-3% -$578K 6.48% 3
2022
Q1 		$21.1M Sell
127,233
-3,216
-2% -$528K 5.74% 3
2021
Q4 		$21.9M Sell
130,449
-10,958
-8% -$1.8M 5.84% 3
2021
Q3 		$22.1M Sell
141,407
-946
-0.7% -$152K 6.49% 3
2021
Q2 		$22.6M Sell
142,353
-91
-0.1% -$14.4K 6.6% 3
2021
Q1 		$21.6M Sell
142,444
-5,126
-3% -$742K 7.45% 2
2020
Q4 		$20.2M Sell
147,570
-2,272
-2% -$291K 7.6% 3
2020
Q3 		$17.7M Sell
149,842
-3,369
-2% -$400K 8.28% 3
2020
Q2 		$17.3M Sell
153,211
-11,404
-7% -$1.25M 8.18% 3
2020
Q1 		$16.3M Sell
164,615
-5,560
-3% -$693K 9.66% 2
2019
Q4 		$23.2M Buy
170,175
+57
+0% +$7.51K 9.62% 2
2019
Q3 		$21.8M Buy
170,118
+2,053
+1% +$261K 11.23% 2
2019
Q2 		$21.4M Buy
168,065
+3,687
+2% +$461K 10.94% 2
2019
Q1 		$20.3M Buy
164,378
+477
+0.3% +$57.3K 10.82% 2
2018
Q4 		$18.2M Sell
163,901
-5,129
-3% -$615K 9.75% 2
2018
Q3 		$21.4M Sell
169,030
-335
-0.2% -$42.1K 10.39% 2
2018
Q2 		$20.6M Buy
169,365
+488
+0.3% +$59.3K 10.76% 2
2018
Q1 		$20.3M Buy
+168,877
New +$21.1M 8.01% 2
2017
Q3 		$20.7M Sell
174,611
-1,932
-1% -$225K 8.98% 2
2017
Q2 		$20.6M Sell
176,543
-1,607
-0.9% -$185K 9.27% 2
2017
Q1 		$20.5M Sell
178,150
-517
-0.3% -$59.3K 9.35% 2
2016
Q4 		$20M Buy
178,667
+4,889
+3% +$529K 9.57% 1
2016
Q3 		$18.1M Buy
173,778
+12,393
+8% +$1.31M 9.23% 2
2016
Q2 		$1.67M Buy
161,385
+10,678
+7% +$1.08M 0.94% 16
2016
Q1 		$14.8M Buy
150,707
+15,731
+12% +$1.47M 8.49% 2
2015
Q4 		$12.2M Buy
+134,976
New +$13.4M 9.61% 2

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

Integrated Investment Consultants's IWD Position: Q1 2026 in Review

Integrated Investment Consultants reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q1 2026, selling an estimated $252K and leaving 89,963 shares worth $19.2M. The position accounts for 4.08% of the portfolio, ranked #5.

Integrated Investment Consultants first reported a position in IWD in Q4 2015 and has held it in 41 quarters since. The position peaked at $23.2M in Q4 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Integrated Investment Consultants held 89,963 shares of iShares Russell 1000 Value ETF worth $19.2M as of Q1 2026.
  • Integrated Investment Consultants sold 1,149 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $252K.
  • iShares Russell 1000 Value ETF made up 4.08% of Integrated Investment Consultants's portfolio in Q1 2026, its #5 holding.
  • Integrated Investment Consultants first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 41 quarters since.
  • Integrated Investment Consultants's iShares Russell 1000 Value ETF position peaked at $23.2M in Q4 2019.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.