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JT Stratford LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

JT Stratford LLC’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 		$372K Hold
1,534
– – 0.04% 256
2026
Q1 		$328K Sell
1,534
-237
-13% -$51.9K 0.04% 256
2025
Q4 		$373K Buy
1,771
+596
+51% +$123K 0.05% 248
2025
Q3 		$239K Hold
1,175
– – 0.03% 283
2025
Q2 		$228K Sell
1,175
-4,077
-78% -$755K 0.03% 272
2025
Q1 		$988K Buy
5,252
+3,612
+220% +$688K 0.17% 143
2024
Q4 		$304K Buy
+1,640
New +$315K 0.05% 235
2024
Q1 		– Sell
-1,726
Closed -$285K – 271
2023
Q4 		$285K Buy
+1,726
New +$267K 0.07% 213
2022
Q1 		– Sell
-1,192
Closed -$200K – 218
2021
Q4 		$200K Sell
1,192
-340
-22% -$55.7K 0.05% 205
2021
Q3 		$240K Sell
1,532
-182
-11% -$29.2K 0.07% 190
2021
Q2 		$272K Sell
1,714
-335
-16% -$53K 0.09% 176
2021
Q1 		$311K Buy
2,049
+170
+9% +$24.6K 0.11% 156
2020
Q4 		$257K Hold
1,879
– – 0.1% 150
2020
Q3 		$222K Sell
1,879
-232
-11% -$27.5K 0.1% 139
2020
Q2 		$238K Buy
+2,111
New +$232K 0.12% 136
2020
Q1 		– Sell
-1,728
Closed -$236K – 123
2019
Q4 		$236K Buy
+1,728
New +$228K 0.11% 128

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

JT Stratford LLC's IWD Position: Q2 2026 in Review

JT Stratford LLC held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,534 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #256.

JT Stratford LLC first reported a position in IWD in Q4 2019 and has held it in 16 quarters since. The position peaked at $988K in Q1 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • JT Stratford LLC held 1,534 shares of iShares Russell 1000 Value ETF worth $372K as of Q2 2026.
  • JT Stratford LLC left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of JT Stratford LLC's portfolio in Q2 2026, its #256 holding.
  • JT Stratford LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 16 quarters since.
  • JT Stratford LLC's iShares Russell 1000 Value ETF position peaked at $988K in Q1 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.