Keel Point’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.5M | Sell |
82,093
-8,567
| -9% | -$1.88M | 1.16% | 16 |
|
|
2025
Q4 | $19.1M | Buy |
90,660
+7,309
| +9% | +$1.51M | 1.15% | 18 |
|
|
2025
Q3 | $17M | Sell |
83,351
-1,042
| -1% | -$207K | 1.04% | 19 |
|
|
2025
Q2 | $16.4M | Buy |
84,393
+495
| +0.6% | +$91.7K | 1.08% | 18 |
|
|
2025
Q1 | $15.8M | Buy |
83,898
+2,672
| +3% | +$509K | 1.23% | 13 |
|
|
2024
Q4 | $15M | Buy |
81,226
+1,200
| +1% | +$230K | 1.2% | 16 |
|
|
2024
Q3 | $15.2M | Buy |
80,026
+289
| +0.4% | +$52.6K | 1.27% | 14 |
|
|
2024
Q2 | $14.3M | Buy |
79,737
+4,569
| +6% | +$799K | 1.29% | 14 |
|
|
2024
Q1 | $13.5M | Buy |
75,168
+2,037
| +3% | +$345K | 1.39% | 13 |
|
|
2023
Q4 | $12.1M | Buy |
73,131
+5,948
| +9% | +$919K | 1.44% | 14 |
|
|
2023
Q3 | $10.2M | Sell |
67,183
-47,081
| -41% | -$7.47M | 1.4% | 14 |
|
|
2023
Q2 | $18M | Sell |
114,264
-7,884
| -6% | -$1.21M | 2.41% | 7 |
|
|
2023
Q1 | $18.6M | Buy |
122,148
+13,923
| +13% | +$2.15M | 2.69% | 7 |
|
|
2022
Q4 | $16.4M | Sell |
108,225
-718
| -0.7% | -$107K | 2.58% | 6 |
|
|
2022
Q3 | $14.8M | Buy |
108,943
+4,693
| +5% | +$705K | 2.54% | 7 |
|
|
2022
Q2 | $16.4M | Buy |
104,250
+50,200
| +93% | +$7.85M | 2.55% | 6 |
|
|
2022
Q1 | $8.97M | Buy |
54,050
+19,173
| +55% | +$3.15M | 1.35% | 17 |
|
|
2021
Q4 | $5.86M | Sell |
34,877
-3,901
| -10% | -$639K | 0.66% | 29 |
|
|
2021
Q3 | $6.07M | Sell |
38,778
-5,627
| -13% | -$902K | 0.78% | 28 |
|
|
2021
Q2 | $7.04M | Sell |
44,405
-17,778
| -29% | -$2.81M | 0.78% | 24 |
|
|
2021
Q1 | $9.42M | Sell |
62,183
-9,615
| -13% | -$1.39M | 0.92% | 19 |
|
|
2020
Q4 | $9.82M | Sell |
71,798
-10,965
| -13% | -$1.41M | 0.87% | 22 |
|
|
2020
Q3 | $9.78M | Buy |
82,763
+15,595
| +23% | +$1.85M | 0.89% | 21 |
|
|
2020
Q2 | $7.56M | Buy |
67,168
+5,130
| +8% | +$564K | 0.78% | 25 |
|
|
2020
Q1 | $6.15M | Buy |
62,038
+12,924
| +26% | +$1.61M | 0.8% | 28 |
|
|
2019
Q4 | $6.7M | Buy |
49,114
+8,143
| +20% | +$1.07M | 0.73% | 31 |
|
|
2019
Q3 | $5.25M | Buy |
40,971
+10,686
| +35% | +$1.36M | 0.64% | 32 |
|
|
2019
Q2 | $3.85M | Buy |
30,285
+10,323
| +52% | +$1.29M | 0.44% | 36 |
|
|
2019
Q1 | $2.46M | Buy |
19,962
+8,183
| +69% | +$983K | 0.28% | 41 |
|
|
2018
Q4 | $1.31M | Buy |
11,779
+8,276
| +236% | +$992K | 0.18% | 51 |
|
|
2018
Q3 | $444K | Buy |
3,503
+1,423
| +68% | +$179K | 0.06% | 111 |
|
|
2018
Q2 | $252K | Buy |
+2,080
| New | +$253K | 0.03% | 143 |
|
|
2017
Q2 | – | Sell |
-3,497
| Closed | -$402K | – | 163 |
|
|
2017
Q1 | $402K | Sell |
3,497
-70,856
| -95% | -$8.12M | 0.08% | 105 |
|
|
2016
Q4 | $8.33M | Buy |
74,353
+13,972
| +23% | +$1.51M | 1.87% | 11 |
|
|
2016
Q3 | $6.38M | Buy |
+60,381
| New | +$6.37M | 2.42% | 10 |
|
Other funds holding IWD
Keel Point's IWD Position: Q1 2026 in Review
Keel Point reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.4% in Q1 2026, selling an estimated $1.88M and leaving 82,093 shares worth $17.5M. The position accounts for 1.16% of the portfolio, ranked #16.
Keel Point first reported a position in IWD in Q3 2016 and has held it in 35 quarters since. The position peaked at $19.1M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Keel Point held 82,093 shares of iShares Russell 1000 Value ETF worth $17.5M as of Q1 2026.
- Keel Point sold 8,567 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.88M.
- iShares Russell 1000 Value ETF made up 1.16% of Keel Point's portfolio in Q1 2026, its #16 holding.
- Keel Point first reported a position in iShares Russell 1000 Value ETF in Q3 2016 and has held it in 35 quarters since.
- Keel Point's iShares Russell 1000 Value ETF position peaked at $19.1M in Q4 2025.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.