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Klingenstein Fields & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Klingenstein Fields & Co’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 		$704K Buy
3,297
+11
+0.3% +$2.41K 0.03% 115
2025
Q4 		$691K Buy
3,286
+14
+0.4% +$2.89K 0.03% 112
2025
Q3 		$666K Buy
+3,272
New +$651K 0.03% 111

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Klingenstein Fields & Co's IWD Position: Q1 2026 in Review

Klingenstein Fields & Co increased its iShares Russell 1000 Value ETF (IWD) stake by 0.33% in Q1 2026, buying an estimated $2.41K and bringing the position to 3,297 shares worth $704K. The position accounts for 0.03% of the portfolio, ranked #115.

Klingenstein Fields & Co first reported a position in IWD in Q3 2025 and has held it in 3 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Klingenstein Fields & Co held 3,297 shares of iShares Russell 1000 Value ETF worth $704K as of Q1 2026.
  • Klingenstein Fields & Co bought 11 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.41K.
  • iShares Russell 1000 Value ETF made up 0.03% of Klingenstein Fields & Co's portfolio in Q1 2026, its #115 holding.
  • Klingenstein Fields & Co first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.