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

Ironwood Investment Management’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	$399K	Hold	1,867	–	–	0.17%	128
2025 Q4	$393K	Hold	1,867	–	–	0.17%	128
2025 Q3	$380K	Hold	1,867	–	–	0.17%	128
2025 Q2	$363K	Hold	1,867	–	–	0.18%	120
2025 Q1	$351K	Hold	1,867	–	–	0.19%	117
2024 Q4	$346K	Hold	1,867	–	–	0.17%	128
2024 Q3	$354K	Hold	1,867	–	–	0.17%	125
2024 Q2	$326K	Hold	1,867	–	–	0.17%	124
2024 Q1	$334K	Hold	1,867	–	–	0.16%	130
2023 Q4	$309K	Hold	1,867	–	–	0.16%	129
2023 Q3	$283K	Buy	+1,867	New	+$296K	0.17%	126

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Ironwood Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,867 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #128.

Ironwood Investment Management first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Ironwood Investment Management held 1,867 shares of iShares Russell 1000 Value ETF worth $399K as of Q1 2026.
Ironwood Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.17% of Ironwood Investment Management's portfolio in Q1 2026, its #128 holding.
Ironwood Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.