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

Maple 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	$218K	Hold	1,018	–	–	0.01%	108
2025 Q4	$214K	Buy	+1,018	New	+$210K	0.01%	112
2020 Q1	–	Sell	-4,243	Closed	-$579K	–	105
2019 Q4	$579K	Sell	4,243 -75	-2%	-$9.88K	0.11%	76
2019 Q3	$554K	Buy	4,318 +27	+0.6%	+$3.43K	0.12%	74
2019 Q2	$546K	Hold	4,291	–	–	0.12%	73
2019 Q1	$530K	Sell	4,291 -205	-5%	-$24.6K	0.12%	75
2018 Q4	$499K	Buy	4,496 +396	+10%	+$47.5K	0.13%	78
2018 Q3	$519K	Hold	4,100	–	–	0.12%	83
2018 Q2	$498K	Hold	4,100	–	–	0.12%	85
2018 Q1	$492K	Sell	4,100 -31	-0.8%	-$3.87K	0.12%	89
2017 Q4	$514K	Sell	4,131 -145	-3%	-$17.6K	0.13%	84
2017 Q3	$507K	Hold	4,276	–	–	0.14%	80
2017 Q2	$498K	Hold	4,276	–	–	0.14%	79
2017 Q1	$491K	Sell	4,276 -99	-2%	-$11.4K	0.15%	82
2016 Q4	$490K	Hold	4,375	–	–	0.15%	80
2016 Q3	$462K	Hold	4,375	–	–	0.15%	85
2016 Q2	$452K	Buy	4,375 +131	+3%	+$13.2K	0.17%	78
2016 Q1	$419K	Buy	4,244 +244	+6%	+$22.9K	0.15%	82
2015 Q4	$391K	Sell	4,000 -57	-1%	-$5.66K	0.14%	89
2015 Q3	$378K	Buy	4,057 +57	+1%	+$5.66K	0.14%	91
2015 Q2	$413K	Hold	4,000	–	–	0.14%	89
2015 Q1	$412K	Sell	4,000 -1,000	-20%	-$104K	0.14%	89
2014 Q4	$522K	Hold	5,000	–	–	0.19%	79
2014 Q3	$500K	Hold	5,000	–	–	0.19%	76
2014 Q2	$506K	Hold	5,000	–	–	0.18%	79
2014 Q1	$483K	Hold	5,000	–	–	0.19%	80
2013 Q4	$471K	Sell	5,000 -17	-0.3%	-$1.54K	0.19%	84
2013 Q3	$432K	Hold	5,017	–	–	0.19%	83
2013 Q2	$420K	Buy	+5,017	New	+$418K	0.19%	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

Maple Capital Management's IWD Position: Q1 2026 in Review

Maple Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,018 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #108.

Maple Capital Management first reported a position in IWD in Q2 2013 and has held it in 29 quarters since. The position peaked at $579K in Q4 2019. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Maple Capital Management held 1,018 shares of iShares Russell 1000 Value ETF worth $218K as of Q1 2026.
Maple Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.01% of Maple Capital Management's portfolio in Q1 2026, its #108 holding.
Maple Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 29 quarters since.
Maple Capital Management's iShares Russell 1000 Value ETF position peaked at $579K in Q4 2019.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.