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

Kanawha Capital Management’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	$2.06M	Sell	9,664 -3,150	-25%	-$690K	0.15%	92
2025 Q4	$2.7M	Sell	12,814 -334	-3%	-$69K	0.19%	82
2025 Q3	$2.68M	Sell	13,148 -350	-3%	-$69.6K	0.19%	82
2025 Q2	$2.62M	Sell	13,498 -638	-5%	-$118K	0.19%	83
2025 Q1	$2.66M	Buy	14,136 +507	+4%	+$96.6K	0.21%	83
2024 Q4	$2.52M	Sell	13,629 -315	-2%	-$60.4K	0.2%	82
2024 Q3	$2.65M	Buy	13,944 +320	+2%	+$58.3K	0.19%	86
2024 Q2	$2.38M	Buy	13,624 +180	+1%	+$31.5K	0.19%	91
2024 Q1	$2.41M	Sell	13,444 -20	-0.1%	-$3.38K	0.19%	90
2023 Q4	$2.22M	Sell	13,464 -50	-0.4%	-$7.72K	0.2%	82
2023 Q3	$2.05M	Sell	13,514 -125	-0.9%	-$19.8K	0.2%	85
2023 Q2	$2.15M	Sell	13,639 -100	-0.7%	-$15.3K	0.2%	83
2023 Q1	$2.09M	Buy	13,739 +110	+0.8%	+$17K	0.2%	84
2022 Q4	$2.07M	Sell	13,629 -90	-0.7%	-$13.5K	0.2%	83
2022 Q3	$1.87M	Sell	13,719 -15	-0.1%	-$2.25K	0.2%	82
2022 Q2	$1.99M	Buy	13,734 +263	+2%	+$41.1K	0.2%	80
2022 Q1	$2.24M	Buy	13,471 +366	+3%	+$60.1K	0.2%	81
2021 Q4	$2.2M	Buy	13,105 +174	+1%	+$28.5K	0.19%	83
2021 Q3	$2.02M	Buy	12,931 +375	+3%	+$60.1K	0.19%	83
2021 Q2	$1.99M	Buy	12,556 +1,315	+12%	+$208K	0.18%	83
2021 Q1	$1.7M	Buy	11,241 +595	+6%	+$86.1K	0.17%	90
2020 Q4	$1.46M	Buy	10,646 +409	+4%	+$52.5K	0.15%	91
2020 Q3	$1.21M	Buy	10,237 +1,607	+19%	+$191K	0.14%	89
2020 Q2	$972K	Buy	8,630 +1,760	+26%	+$194K	0.12%	96
2020 Q1	$681K	Buy	6,870 +685	+11%	+$85.4K	0.1%	101
2019 Q4	$844K	Buy	6,185 +635	+11%	+$83.7K	0.1%	107
2019 Q3	$712K	Buy	5,550 +1,105	+25%	+$140K	0.09%	110
2019 Q2	$565K	Buy	4,445 +880	+25%	+$110K	0.08%	123
2019 Q1	$440K	Buy	3,565 +836	+31%	+$100K	0.06%	130
2018 Q4	$303K	Buy	2,729 +700	+34%	+$83.9K	0.05%	139
2018 Q3	$257K	Buy	2,029 +370	+22%	+$46.5K	0.04%	156
2018 Q2	$201K	Buy	+1,659	New	+$202K	0.03%	170

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kanawha Capital Management's IWD Position: Q1 2026 in Review

Kanawha Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q1 2026, selling an estimated $690K and leaving 9,664 shares worth $2.06M. The position accounts for 0.15% of the portfolio, ranked #92.

Kanawha Capital Management first reported a position in IWD in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.7M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Kanawha Capital Management held 9,664 shares of iShares Russell 1000 Value ETF worth $2.06M as of Q1 2026.
Kanawha Capital Management sold 3,150 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $690K.
iShares Russell 1000 Value ETF made up 0.15% of Kanawha Capital Management's portfolio in Q1 2026, its #92 holding.
Kanawha Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 32 quarters since.
Kanawha Capital Management's iShares Russell 1000 Value ETF position peaked at $2.7M in Q4 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.