KEB Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

KEB Asset 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 Q2	$344K	Hold	1,420	–	–	0.06%	82
2026 Q1	$303K	Sell	1,420 -12	-0.8%	-$2.63K	0.06%	85
2025 Q4	$301K	Sell	1,432 -202	-12%	-$41.7K	0.06%	88
2025 Q3	$333K	Buy	1,634 +202	+14%	+$40.2K	0.07%	74
2025 Q2	$278K	Hold	1,432	–	–	0.07%	77
2025 Q1	$270K	Hold	1,432	–	–	0.08%	71
2024 Q4	$265K	Buy	1,432 +6	+0.4%	+$1.15K	0.08%	70
2024 Q3	$271K	Buy	1,426 +6	+0.4%	+$1.09K	0.08%	69
2024 Q2	$248K	Hold	1,420	–	–	0.08%	65
2024 Q1	$254K	Hold	1,420	–	–	0.09%	62
2023 Q4	$235K	Hold	1,420	–	–	0.09%	62
2023 Q3	$216K	Hold	1,420	–	–	0.09%	55
2023 Q2	$224K	Hold	1,420	–	–	0.09%	55
2023 Q1	$216K	Hold	1,420	–	–	0.09%	53
2022 Q4	$215K	Buy	+1,420	New	+$213K	0.11%	55
2022 Q3	–	Sell	-1,420	Closed	-$206K	–	60
2022 Q2	$206K	Hold	1,420	–	–	0.13%	52
2022 Q1	$236K	Sell	1,420 -10	-0.7%	-$1.64K	0.16%	41
2021 Q4	$240K	Buy	+1,430	New	+$234K	0.15%	43

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

KEB Asset Management's IWD Position: Q2 2026 in Review

KEB Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,420 shares worth $344K. The position accounts for 0.06% of the portfolio, ranked #82.

KEB Asset Management first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

KEB Asset Management held 1,420 shares of iShares Russell 1000 Value ETF worth $344K as of Q2 2026.
KEB Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.06% of KEB Asset Management's portfolio in Q2 2026, its #82 holding.
KEB Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on KEB Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.