Kovitz Investment Group Partners
IWD icon

Kovitz Investment Group Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kovitz Investment Group Partners’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 		$17.9M Buy
83,955
+42,513
+103% +$9.31M 0.42% 61
2025
Q4 		$8.72M Sell
41,442
-875,513
-95% -$181M 0.19% 108
2025
Q3 		$187M Sell
916,955
-3,965
-0.4% -$789K 0.73% 26
2025
Q2 		$179M Sell
920,920
-20,315
-2% -$3.76M 0.76% 28
2025
Q1 		$177M Buy
941,235
+79,475
+9% +$15.1M 0.89% 25
2024
Q4 		$160M Buy
861,760
+36,616
+4% +$7.02M 0.78% 31
2024
Q3 		$74.9M Buy
825,144
+162,971
+25% +$29.7M 0.53% 48
2024
Q2 		$116M Buy
662,173
+444,734
+205% +$77.8M 0.99% 27
2024
Q1 		$38.9M Buy
217,439
+215,513
+11,190% +$36.5M 0.49% 38
2023
Q4 		$318K Sell
1,926
-28
-1% -$4.32K 0.01% 359
2023
Q3 		$297K Sell
1,954
-25
-1% -$3.96K 0.01% 359
2023
Q2 		$312K Sell
1,979
-337
-15% -$51.5K ﹤0.01% 369
2023
Q1 		$353K Buy
2,316
+883
+62% +$136K 0.01% 362
2022
Q4 		$217K Buy
+1,433
New +$215K ﹤0.01% 381
2022
Q3 		– Sell
-1,525
Closed -$221K – 407
2022
Q2 		$221K Sell
1,525
-29
-2% -$4.54K ﹤0.01% 387
2022
Q1 		$258K Sell
1,554
-833
-35% -$137K ﹤0.01% 390
2021
Q4 		$326K Buy
+2,387
New +$391K 0.01% 366
2021
Q3 		– Sell
-1,993
Closed -$316K – 440
2021
Q2 		$316K Sell
1,993
-884
-31% -$140K 0.01% 381
2021
Q1 		$436K Buy
2,877
+690
+32% +$99.8K 0.01% 348
2020
Q4 		$299K Sell
2,187
-315
-13% -$40.4K 0.01% 372
2020
Q3 		$296K Sell
2,502
-563
-18% -$66.8K 0.01% 361
2020
Q2 		$345K Sell
3,065
-1,460
-32% -$161K 0.01% 326
2020
Q1 		$449K Sell
4,525
-2,233
-33% -$278K 0.02% 300
2019
Q4 		$922K Sell
6,758
-185
-3% -$24.4K 0.03% 272
2019
Q3 		$890K Sell
6,943
-130
-2% -$16.5K 0.03% 274
2019
Q2 		$900K Sell
7,073
-257
-4% -$32.2K 0.03% 276
2019
Q1 		$906K Buy
+7,330
New +$881K 0.03% 285
2018
Q4 		– Sell
-1,780
Closed -$225K – 261
2018
Q3 		$225K Sell
1,780
-400
-18% -$50.2K 0.01% 143
2018
Q2 		$265K Sell
2,180
-288
-12% -$35K 0.01% 136
2018
Q1 		$296K Buy
2,468
+458
+23% +$57.1K 0.01% 128
2017
Q4 		$250 Buy
+2,010
New +$244K 0.01% 146
2017
Q3 		– Sell
-2,295
Closed -$267K – 159
2017
Q2 		$267K Sell
2,295
-653
-22% -$75.2K 0.01% 143
2017
Q1 		$339K Hold
2,948
– – 0.02% 111
2016
Q4 		$330K Sell
2,948
-120
-4% -$13K 0.02% 102
2016
Q3 		$324K Sell
3,068
-100
-3% -$10.5K 0.02% 111
2016
Q2 		$327K Hold
3,168
– – 0.02% 112
2016
Q1 		$313K Buy
+3,168
New +$297K 0.02% 114

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

Kovitz Investment Group Partners's IWD Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 103% in Q1 2026, buying an estimated $9.31M and bringing the position to 83,955 shares worth $17.9M. The position accounts for 0.42% of the portfolio, ranked #61.

Kovitz Investment Group Partners first reported a position in IWD in Q1 2016 and has held it in 37 quarters since. The position peaked at $187M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Kovitz Investment Group Partners held 83,955 shares of iShares Russell 1000 Value ETF worth $17.9M as of Q1 2026.
  • Kovitz Investment Group Partners bought 42,513 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $9.31M.
  • iShares Russell 1000 Value ETF made up 0.42% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #61 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 37 quarters since.
  • Kovitz Investment Group Partners's iShares Russell 1000 Value ETF position peaked at $187M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.