J. Safra Sarasin Holding’s iShares Russell 1000 Value ETF IWD Stock Holding History

J. Safra Sarasin Holding’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	$1.16M	Hold	4,764	–	–	0.02%	358
2026 Q1	$998K	Hold	4,764	–	–	0.02%	289
2025 Q4	$1.01M	Hold	4,764	–	–	0.02%	294
2025 Q3	$968K	Hold	4,764	–	–	0.02%	319
2025 Q2	$922K	Buy	+4,764	New	+$882K	0.02%	308

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

J. Safra Sarasin Holding's IWD Position: Q2 2026 in Review

J. Safra Sarasin Holding held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,764 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #358.

J. Safra Sarasin Holding first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

J. Safra Sarasin Holding held 4,764 shares of iShares Russell 1000 Value ETF worth $1.16M as of Q2 2026.
J. Safra Sarasin Holding left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #358 holding.
J. Safra Sarasin Holding first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.