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IWD icon

JVL Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

JVL Associates’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 		$2.48M Hold
10,211
– – 0.7% 24
2026
Q1 		$2.18M Hold
10,211
– – 0.73% 23
2025
Q4 		$2.15M Hold
10,211
– – 0.7% 23
2025
Q3 		$2.08M Hold
10,211
– – 0.69% 25
2025
Q2 		$1.98M Hold
10,211
– – 0.71% 22
2025
Q1 		$1.92M Hold
10,211
– – 0.78% 17
2024
Q4 		$1.89M Sell
10,211
-32
-0.3% -$6.14K 0.72% 21
2024
Q3 		$1.94M Buy
10,243
+32
+0.3% +$5.83K 0.75% 19
2024
Q2 		$1.78M Hold
10,211
– – 0.71% 19
2024
Q1 		$1.83M Sell
10,211
-117
-1% -$19.8K 0.75% 19
2023
Q4 		$1.71M Buy
+10,328
New +$1.59M 0.77% 19

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

JVL Associates's IWD Position: Q2 2026 in Review

JVL Associates held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 10,211 shares worth $2.48M. The position accounts for 0.7% of the portfolio, ranked #24.

JVL Associates first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,207 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • JVL Associates held 10,211 shares of iShares Russell 1000 Value ETF worth $2.48M as of Q2 2026.
  • JVL Associates left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.7% of JVL Associates's portfolio in Q2 2026, its #24 holding.
  • JVL Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,207 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.