JF
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JSF Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

JSF Financial’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 		$550K Sell
2,573
-371
-13% -$81.2K 0.11% 87
2025
Q4 		$619K Sell
2,944
-140
-5% -$28.9K 0.13% 80
2025
Q3 		$628K Sell
3,084
-18
-0.6% -$3.58K 0.14% 80
2025
Q2 		$602K Buy
3,102
+602
+24% +$111K 0.14% 82
2025
Q1 		$470K Buy
2,500
+1
+0% +$190 0.12% 80
2024
Q4 		$463K Sell
2,499
-110
-4% -$21.1K 0.12% 85
2024
Q3 		$495K Buy
2,609
+5
+0.2% +$911 0.14% 73
2024
Q2 		$454K Sell
2,604
-213
-8% -$37.2K 0.14% 75
2024
Q1 		$505K Buy
2,817
+25
+0.9% +$4.23K 0.16% 72
2023
Q4 		$461K Buy
2,792
+30
+1% +$4.63K 0.16% 69
2023
Q3 		$419K Sell
2,762
-590
-18% -$93.6K 0.16% 70
2023
Q2 		$529K Sell
3,352
-172
-5% -$26.3K 0.19% 62
2023
Q1 		$537K Sell
3,524
-567
-14% -$87.6K 0.2% 72
2022
Q4 		$620K Buy
4,091
+6
+0.1% +$898 0.23% 61
2022
Q3 		$555K Sell
4,085
-336
-8% -$50.5K 0.21% 56
2022
Q2 		$641K Sell
4,421
-39
-0.9% -$6.1K 0.29% 50
2022
Q1 		$740K Sell
4,460
-772
-15% -$127K 0.31% 44
2021
Q4 		$879K Buy
5,232
+590
+13% +$96.7K 0.43% 32
2021
Q3 		$727K Sell
4,642
-32
-0.7% -$5.13K 0.36% 34
2021
Q2 		$741K Buy
4,674
+423
+10% +$67K 0.44% 28
2021
Q1 		$644K Buy
4,251
+378
+10% +$54.7K 0.4% 29
2020
Q4 		$530K Sell
3,873
-244
-6% -$31.3K 0.37% 33
2020
Q3 		$486K Buy
4,117
+516
+14% +$61.2K 0.38% 33
2020
Q2 		$406K Buy
3,601
+451
+14% +$49.6K 0.35% 36
2020
Q1 		$312K Buy
3,150
+1,216
+63% +$152K 0.32% 44
2019
Q4 		$264K Sell
1,934
-160
-8% -$21.1K 0.26% 52
2019
Q3 		$269K Hold
2,094
– – 0.29% 45
2019
Q2 		$266K Sell
2,094
-330
-14% -$41.3K 0.29% 48
2019
Q1 		$299K Sell
2,424
-1,189
-33% -$143K 0.33% 44
2018
Q4 		$401K Buy
+3,613
New +$433K 0.41% 34

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

JSF Financial's IWD Position: Q1 2026 in Review

JSF Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 13% in Q1 2026, selling an estimated $81.2K and leaving 2,573 shares worth $550K. The position accounts for 0.11% of the portfolio, ranked #87.

JSF Financial first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. The position peaked at $879K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • JSF Financial held 2,573 shares of iShares Russell 1000 Value ETF worth $550K as of Q1 2026.
  • JSF Financial sold 371 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $81.2K.
  • iShares Russell 1000 Value ETF made up 0.11% of JSF Financial's portfolio in Q1 2026, its #87 holding.
  • JSF Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • JSF Financial's iShares Russell 1000 Value ETF position peaked at $879K in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.