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Ironwood Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ironwood Investment Counsel’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 		$7.61M Sell
35,612
-48
-0.1% -$10.5K 1.1% 20
2025
Q4 		$7.5M Buy
35,660
+17,118
+92% +$3.54M 1.05% 25
2025
Q3 		$3.78M Buy
18,542
+5,189
+39% +$1.03M 0.55% 54
2025
Q2 		$2.59M Hold
13,353
– – 0.4% 63
2025
Q1 		$2.51M Sell
13,353
-47
-0.4% -$8.95K 0.43% 65
2024
Q4 		$2.48M Buy
13,400
+157
+1% +$30.1K 0.42% 64
2024
Q3 		$2.51M Sell
13,243
-36
-0.3% -$6.56K 0.42% 64
2024
Q2 		$2.32M Buy
13,279
+160
+1% +$28K 0.41% 66
2024
Q1 		$2.35M Buy
13,119
+60
+0.5% +$10.2K 0.41% 64
2023
Q4 		$2.16M Buy
13,059
+159
+1% +$24.6K 0.4% 65
2023
Q3 		$2.05M Hold
12,900
– – 0.43% 61
2023
Q2 		$2.04M Sell
12,900
-22
-0.2% -$3.36K 0.46% 59
2023
Q1 		$1.97M Buy
12,922
+66
+0.5% +$10.2K 0.47% 64
2022
Q4 		$1.95M Buy
12,856
+81
+0.6% +$12.1K 0.47% 65
2022
Q3 		$1.74M Buy
12,775
+75
+0.6% +$11.3K 0.5% 63
2022
Q2 		$1.84M Sell
12,700
-1,254
-9% -$196K 0.52% 60
2022
Q1 		$2.32M Buy
13,954
+5
+0% +$821 0.57% 53
2021
Q4 		$2.34M Buy
13,949
+6
+0% +$983 0.53% 52
2021
Q3 		$2.18M Buy
13,943
+6
+0% +$962 0.56% 49
2021
Q2 		$2.21M Buy
13,937
+5
+0% +$792 0.59% 47
2021
Q1 		$2.11M Buy
+13,932
New +$2.02M 0.61% 50
2020
Q1 		– Sell
-1,648
Closed -$224K – 176
2019
Q4 		$224K Buy
+1,648
New +$217K 0.08% 163

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 $424B AUM 22.94% 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

Ironwood Investment Counsel's IWD Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.13% in Q1 2026, selling an estimated $10.5K and leaving 35,612 shares worth $7.61M. The position accounts for 1.1% of the portfolio, ranked #20.

Ironwood Investment Counsel first reported a position in IWD in Q4 2019 and has held it in 22 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Ironwood Investment Counsel held 35,612 shares of iShares Russell 1000 Value ETF worth $7.61M as of Q1 2026.
  • Ironwood Investment Counsel sold 48 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $10.5K.
  • iShares Russell 1000 Value ETF made up 1.1% of Ironwood Investment Counsel's portfolio in Q1 2026, its #20 holding.
  • Ironwood Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.