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

Kirtland Hills 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	$689K	Hold	3,043	–	–	0.22%	97
2025 Q4	$640K	Hold	3,043	–	–	0.22%	100
2025 Q3	$620K	Hold	3,043	–	–	0.25%	102
2025 Q2	$591K	Hold	3,043	–	–	0.27%	100
2025 Q1	$537K	Hold	3,043	–	–	0.33%	89
2024 Q4	$563K	Hold	3,043	–	–	0.36%	80
2024 Q3	$578K	Buy	+3,043	New	+$554K	0.32%	82

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

Kirtland Hills Capital Management's IWD Position: Q1 2026 in Review

Kirtland Hills Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 3,043 shares worth $689K. The position accounts for 0.22% of the portfolio, ranked #97.

Kirtland Hills Capital Management first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Kirtland Hills Capital Management held 3,043 shares of iShares Russell 1000 Value ETF worth $689K as of Q1 2026.
Kirtland Hills Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.22% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #97 holding.
Kirtland Hills Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.