Janney Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Janney Capital 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
2025 Q4	$2.86M	Buy	13,609 +8,409	+162%	+$1.74M	0.18%	113
2025 Q3	$1.06M	Sell	5,200 -100	-2%	-$19.9K	0.07%	141
2025 Q2	$1.03M	Sell	5,300 -780	-13%	-$144K	0.07%	137
2025 Q1	$1.14M	Sell	6,080 -4,389	-42%	-$836K	0.08%	135
2024 Q4	$1.94M	Buy	+10,469	New	+$2.01M	0.13%	128
2024 Q1	–	Sell	-3,947	Closed	-$652K	–	239
2023 Q4	$652K	Buy	+3,947	New	+$610K	0.04%	141

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Capital Management's IWD Position: Q4 2025 in Review

Janney Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 162% in Q4 2025, buying an estimated $1.74M and bringing the position to 13,609 shares worth $2.86M. The position accounts for 0.18% of the portfolio, ranked #113.

Janney Capital Management first reported a position in IWD in Q4 2023 and has held it in 6 quarters since. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Janney Capital Management held 13,609 shares of iShares Russell 1000 Value ETF worth $2.86M as of Q4 2025.
Janney Capital Management bought 8,409 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $1.74M.
iShares Russell 1000 Value ETF made up 0.18% of Janney Capital Management's portfolio in Q4 2025, its #113 holding.
Janney Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 6 quarters since.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.