KNW
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Kesler Norman & Wride’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kesler Norman & Wride’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 		$861K Hold
3,550
– – 0.14% 159
2026
Q1 		$759K Hold
3,550
– – 0.13% 154
2025
Q4 		$747K Buy
+3,550
New +$733K 0.13% 166
2025
Q3 		– Sell
-2,250
Closed -$437K – 233
2025
Q2 		$437K Buy
+2,250
New +$417K 0.08% 187

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

Kesler Norman & Wride's IWD Position: Q2 2026 in Review

Kesler Norman & Wride held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,550 shares worth $861K. The position accounts for 0.14% of the portfolio, ranked #159.

Kesler Norman & Wride first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Kesler Norman & Wride held 3,550 shares of iShares Russell 1000 Value ETF worth $861K as of Q2 2026.
  • Kesler Norman & Wride left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.14% of Kesler Norman & Wride's portfolio in Q2 2026, its #159 holding.
  • Kesler Norman & Wride first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.