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Joel Isaacson & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Joel Isaacson & Co’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 		$4.33M Buy
17,870
+1,038
+6% +$242K 0.13% 83
2026
Q1 		$3.6M Buy
16,832
+2,430
+17% +$532K 0.12% 82
2025
Q4 		$3.03M Buy
14,402
+292
+2% +$60.3K 0.1% 93
2025
Q3 		$2.87M Buy
14,110
+568
+4% +$113K 0.1% 94
2025
Q2 		$2.63M Buy
13,542
+39
+0.3% +$7.22K 0.11% 90
2025
Q1 		$2.54M Buy
13,503
+727
+6% +$138K 0.12% 86
2024
Q4 		$2.37M Buy
12,776
+141
+1% +$27K 0.11% 88
2024
Q3 		$2.4M Buy
12,635
+194
+2% +$35.3K 0.11% 83
2024
Q2 		$2.17M Sell
12,441
-729
-6% -$127K 0.11% 84
2024
Q1 		$2.36M Buy
13,170
+2,080
+19% +$352K 0.13% 76
2023
Q4 		$1.83M Buy
11,090
+143
+1% +$22.1K 0.11% 84
2023
Q3 		$1.66M Buy
10,947
+168
+2% +$26.6K 0.11% 80
2023
Q2 		$1.7M Buy
10,779
+1,895
+21% +$290K 0.11% 82
2023
Q1 		$1.35M Buy
8,884
+32
+0.4% +$4.94K 0.1% 91
2022
Q4 		$1.34M Buy
8,852
+2,432
+38% +$364K 0.1% 88
2022
Q3 		$873K Hold
6,420
– – 0.08% 114
2022
Q2 		$931K Sell
6,420
-43
-0.7% -$6.73K 0.08% 108
2022
Q1 		$1.07M Buy
6,463
+77
+1% +$12.6K 0.08% 108
2021
Q4 		$1.07M Buy
6,386
+549
+9% +$89.9K 0.07% 114
2021
Q3 		$914K Buy
5,837
+600
+11% +$96.2K 0.07% 121
2021
Q2 		$831K Buy
5,237
+244
+5% +$38.6K 0.06% 126
2021
Q1 		$757K Buy
4,993
+170
+4% +$24.6K 0.07% 117
2020
Q4 		$659K Buy
4,823
+358
+8% +$45.9K 0.06% 121
2020
Q3 		$527K Buy
4,465
+1,761
+65% +$209K 0.07% 121
2020
Q2 		$305K Sell
2,704
-143
-5% -$15.7K 0.04% 159
2020
Q1 		$282K Sell
2,847
-250
-8% -$31.2K 0.05% 145
2019
Q4 		$423K Buy
3,097
+60
+2% +$7.91K 0.06% 143
2019
Q3 		$390K Sell
3,037
-1,728
-36% -$220K 0.06% 143
2019
Q2 		$606K Buy
4,765
+3
+0.1% +$375 0.09% 108
2019
Q1 		$588K Buy
4,762
+174
+4% +$20.9K 0.09% 121
2018
Q4 		$528K Buy
4,588
+1,934
+73% +$232K 0.08% 128
2018
Q3 		$336K Buy
2,654
+2
+0.1% +$251 0.05% 155
2018
Q2 		$322K Sell
2,652
-80
-3% -$9.73K 0.05% 156
2018
Q1 		$328K Buy
2,732
+3
+0.1% +$374 0.06% 147
2017
Q4 		$339K Buy
2,729
+6
+0.2% +$727 0.06% 142
2017
Q3 		$323K Buy
2,723
+4
+0.1% +$466 0.06% 144
2017
Q2 		$317K Hold
2,719
– – 0.06% 138
2017
Q1 		$313K Buy
2,719
+3
+0.1% +$344 0.06% 134
2016
Q4 		$304K Buy
2,716
+6
+0.2% +$649 0.06% 126
2016
Q3 		$286K Buy
2,710
+4
+0.1% +$422 0.06% 139
2016
Q2 		$279K Sell
2,706
-494
-15% -$49.9K 0.06% 141
2016
Q1 		$316K Buy
3,200
+597
+23% +$55.9K 0.07% 135
2015
Q4 		$255K Hold
2,603
– – 0.06% 137
2015
Q3 		$243K Buy
2,603
+113
+5% +$11.2K 0.06% 128
2015
Q2 		$257K Buy
2,490
+2,086
+516% +$219K 0.07% 137
2015
Q1 		$42K Hold
404
– – 0.01% 383
2014
Q4 		$42K Buy
+404
New +$41.2K 0.01% 348

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Joel Isaacson & Co's IWD Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell 1000 Value ETF (IWD) stake by 6.2% in Q2 2026, buying an estimated $242K and bringing the position to 17,870 shares worth $4.33M. The position accounts for 0.13% of the portfolio, ranked #83.

Joel Isaacson & Co first reported a position in IWD in Q4 2014 and has held it in 47 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Joel Isaacson & Co held 17,870 shares of iShares Russell 1000 Value ETF worth $4.33M as of Q2 2026.
  • Joel Isaacson & Co bought 1,038 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $242K.
  • iShares Russell 1000 Value ETF made up 0.13% of Joel Isaacson & Co's portfolio in Q2 2026, its #83 holding.
  • Joel Isaacson & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.