Janney Montgomery Scott
IWD icon

Janney Montgomery Scott’s iShares Russell 1000 Value ETF IWD Stock Holding History

Janney Montgomery Scott’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 		$65.4M Sell
269,580
-3,278
-1% -$764K 0.13% 173
2026
Q1 		$58.3M Sell
272,858
-53,177
-16% -$11.6M 0.14% 148
2025
Q4 		$68.6M Buy
326,035
+62,665
+24% +$12.9M 0.16% 133
2025
Q3 		$53.6M Buy
263,370
+7,238
+3% +$1.44M 0.13% 158
2025
Q2 		$49.7M Sell
256,132
-26,596
-9% -$4.93M 0.13% 161
2025
Q1 		$53.2M Sell
282,728
-2,048
-0.7% -$390K 0.15% 150
2024
Q4 		$52.7M Buy
284,776
+105,736
+59% +$20.3M 0.15% 145
2024
Q3 		$34M Sell
179,040
-3,570
-2% -$650K 0.09% 215
2024
Q2 		$31.9M Buy
182,610
+244
+0.1% +$42.7K 0.1% 207
2024
Q1 		$32.7M Sell
182,366
-65,645
-26% -$11.1M 0.1% 210
2023
Q4 		$41M Buy
248,011
+56,102
+29% +$8.66M 0.13% 155
2023
Q3 		$29.1M Buy
191,909
+10,036
+6% +$1.59M 0.11% 175
2023
Q2 		$28.7M Sell
181,873
-11,422
-6% -$1.75M 0.1% 190
2023
Q1 		$29.4M Sell
193,295
-46,418
-19% -$7.17M 0.12% 167
2022
Q4 		$36.4M Buy
239,713
+50,693
+27% +$7.59M 0.14% 145
2022
Q3 		$25.7M Buy
189,020
+11,689
+7% +$1.76M 0.11% 179
2022
Q2 		$26M Buy
177,331
+8,702
+5% +$1.36M 0.12% 178
2022
Q1 		$28M Sell
168,629
-19,935
-11% -$3.27M 0.12% 175
2021
Q4 		$31.7M Buy
188,564
+43,950
+30% +$7.2M 0.12% 173
2021
Q3 		$22.6M Sell
144,614
-10,917
-7% -$1.75M 0.1% 201
2021
Q2 		$24.7M Buy
155,531
+16,092
+12% +$2.55M 0.11% 185
2021
Q1 		$21.1M Sell
139,439
-24,617
-15% -$3.56M 0.1% 191
2020
Q4 		$22.4M Buy
164,056
+28,861
+21% +$3.7M 0.11% 182
2020
Q3 		$16M Buy
135,195
+3,706
+3% +$440K 0.09% 214
2020
Q2 		$14.8M Sell
131,489
-33,076
-20% -$3.64M 0.09% 222
2020
Q1 		$16.3M Sell
164,565
-3,209
-2% -$400K 0.13% 183
2019
Q4 		$22.9M Buy
167,774
+8,922
+6% +$1.18M 0.15% 159
2019
Q3 		$20.4M Buy
158,852
+3,429
+2% +$436K 0.15% 165
2019
Q2 		$19.8M Buy
155,423
+6,622
+4% +$829K 0.15% 155
2019
Q1 		$18.4M Sell
148,801
-23,791
-14% -$2.86M 0.15% 157
2018
Q4 		$19.2M Buy
172,592
+8,100
+5% +$971K 0.18% 125
2018
Q3 		$20.8M Buy
164,492
+775
+0.5% +$97.3K 0.18% 123
2018
Q2 		$19.9M Buy
163,717
+8,191
+5% +$996K 0.19% 116
2018
Q1 		$18.7M Buy
155,526
+17,740
+13% +$2.21M 0.19% 119
2017
Q4 		$17.1M Sell
137,786
-7,364
-5% -$892K 0.18% 127
2017
Q3 		$17.2M Buy
145,150
+7,807
+6% +$910K 0.2% 116
2017
Q2 		$16M Buy
137,343
+3,385
+3% +$390K 0.2% 115
2017
Q1 		$15.4M Sell
133,958
-10,923
-8% -$1.25M 0.21% 114
2016
Q4 		$16.2M Buy
144,881
+35,116
+32% +$3.8M 0.24% 90
2016
Q3 		$11.6M Sell
109,765
-107,373
-49% -$11.3M 0.2% 118
2016
Q2 		$22.4M Buy
217,138
+108,549
+100% +$11M 0.46% 55
2016
Q1 		$10.7M Buy
108,589
+640
+0.6% +$60K 0.28% 82
2015
Q4 		$10.6M Sell
107,949
-9,265
-8% -$920K 0.27% 88
2015
Q3 		$10.9M Buy
117,214
+535
+0.5% +$53.1K 0.31% 78
2015
Q2 		$12M Sell
116,679
-1,924
-2% -$202K 0.25% 86
2015
Q1 		$12.2M Sell
118,603
-3,341
-3% -$346K 0.23% 93
2014
Q4 		$12.7M Buy
121,944
+3,033
+3% +$309K 0.25% 73
2014
Q3 		$11.9M Buy
118,911
+10,600
+10% +$1.07M 0.25% 84
2014
Q2 		$11M Sell
108,311
-5,158
-5% -$506K 0.24% 88
2014
Q1 		$10.9M Buy
113,469
+14,068
+14% +$1.32M 0.27% 77
2013
Q4 		$9.36M Buy
99,401
+3,782
+4% +$343K 0.25% 86
2013
Q3 		$8.24M Buy
+95,619
New +$8.3M 0.25% 86

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Janney Montgomery Scott's IWD Position: Q2 2026 in Review

Janney Montgomery Scott reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, selling an estimated $764K and leaving 269,580 shares worth $65.4M. The position accounts for 0.13% of the portfolio, ranked #173.

Janney Montgomery Scott first reported a position in IWD in Q3 2013 and has held it in 52 quarters since. The position peaked at $68.6M in Q4 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Janney Montgomery Scott held 269,580 shares of iShares Russell 1000 Value ETF worth $65.4M as of Q2 2026.
  • Janney Montgomery Scott sold 3,278 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $764K.
  • iShares Russell 1000 Value ETF made up 0.13% of Janney Montgomery Scott's portfolio in Q2 2026, its #173 holding.
  • Janney Montgomery Scott first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and has held it in 52 quarters since.
  • Janney Montgomery Scott's iShares Russell 1000 Value ETF position peaked at $68.6M in Q4 2025.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.