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IWD icon

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

JB Capital’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 		$338K Buy
1,582
+33
+2% +$7.23K 0.01% 206
2025
Q4 		$326K Buy
1,549
+434
+39% +$89.6K 0.01% 208
2025
Q3 		$227K Buy
+1,115
New +$222K 0.01% 236

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JB Capital's IWD Position: Q1 2026 in Review

JB Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q1 2026, buying an estimated $7.23K and bringing the position to 1,582 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #206.

JB Capital first reported a position in IWD in Q3 2025 and has held it in 3 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • JB Capital held 1,582 shares of iShares Russell 1000 Value ETF worth $338K as of Q1 2026.
  • JB Capital bought 33 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $7.23K.
  • iShares Russell 1000 Value ETF made up 0.01% of JB Capital's portfolio in Q1 2026, its #206 holding.
  • JB Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.