Kestra Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kestra Investment 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	$1.95M	Buy	8,029 +3,432	+75%	+$799K	0.04%	144
2026 Q1	$982K	Buy	4,597 +2,058	+81%	+$451K	0.02%	214
2025 Q4	$534K	Buy	2,539 +1,461	+136%	+$302K	0.01%	271
2025 Q3	$220K	Sell	1,078 -1,701	-61%	-$338K	0.01%	404
2025 Q2	$540K	Buy	2,779 +601	+28%	+$111K	0.02%	275
2025 Q1	$410K	Buy	2,178 +2,151	+7,967%	+$410K	0.01%	291
2024 Q4	$5K	Buy	+27	New	+$5.18K	﹤0.01%	907

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Kestra Investment Management's IWD Position: Q2 2026 in Review

Kestra Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 75% in Q2 2026, buying an estimated $799K and bringing the position to 8,029 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #144.

Kestra Investment Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Kestra Investment Management held 8,029 shares of iShares Russell 1000 Value ETF worth $1.95M as of Q2 2026.
Kestra Investment Management bought 3,432 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $799K.
iShares Russell 1000 Value ETF made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #144 holding.
Kestra Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.