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 Q2	$453K	Hold	1,867	–	–	0.16%	129
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 $1.55T 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 22.9% 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

Ironwood Investment Management's IWD Position: Q2 2026 in Review

Ironwood Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,867 shares worth $453K. The position accounts for 0.16% of the portfolio, ranked #129.

Ironwood Investment Management first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ironwood Investment Management held 1,867 shares of iShares Russell 1000 Value ETF worth $453K as of Q2 2026.
Ironwood Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.16% of Ironwood Investment Management's portfolio in Q2 2026, its #129 holding.
Ironwood Investment Management first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ironwood Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.