McIlrath & Eck’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $532K | Buy |
2,489
+502
| +25% | +$110K | 0.04% | 139 |
|
|
2025
Q4 | $418K | Buy |
1,987
+190
| +11% | +$39.2K | 0.04% | 101 |
|
|
2025
Q3 | $366K | Buy |
1,797
+1
| +0.1% | +$199 | 0.04% | 104 |
|
|
2025
Q2 | $349K | Buy |
1,796
+2
| +0.1% | +$370 | 0.04% | 100 |
|
|
2025
Q1 | $337K | Sell |
1,794
-233
| -11% | -$44.4K | 0.04% | 99 |
|
|
2024
Q4 | $375K | Sell |
2,027
-10
| -0.5% | -$1.92K | 0.05% | 86 |
|
|
2024
Q3 | $387K | Buy |
2,037
+311
| +18% | +$56.7K | 0.05% | 86 |
|
|
2024
Q2 | $301K | Buy |
1,726
+94
| +6% | +$16.4K | 0.04% | 94 |
|
|
2024
Q1 | $292K | Buy |
1,632
+151
| +10% | +$25.6K | 0.05% | 94 |
|
|
2023
Q4 | $245K | Sell |
1,481
-33
| -2% | -$5.1K | 0.04% | 105 |
|
|
2023
Q3 | $230K | Buy |
1,514
+95
| +7% | +$15.1K | 0.05% | 108 |
|
|
2023
Q2 | $224K | Hold |
1,419
| – | – | 0.05% | 105 |
|
|
2023
Q1 | $216K | Sell |
1,419
-331
| -19% | -$51.1K | 0.05% | 104 |
|
|
2022
Q4 | $265K | Buy |
1,750
+245
| +16% | +$36.7K | 0.07% | 85 |
|
|
2022
Q3 | $205K | Sell |
1,505
-306
| -17% | -$46K | 0.06% | 97 |
|
|
2022
Q2 | $263K | Hold |
1,811
| – | – | 0.08% | 75 |
|
|
2022
Q1 | $301K | Hold |
1,811
| – | – | 0.09% | 63 |
|
|
2021
Q4 | $304K | Sell |
1,811
-147
| -8% | -$24.1K | 0.08% | 64 |
|
|
2021
Q3 | $306K | Hold |
1,958
| – | – | 0.09% | 61 |
|
|
2021
Q2 | $311K | Hold |
1,958
| – | – | 0.09% | 60 |
|
|
2021
Q1 | $297K | Hold |
1,958
| – | – | 0.1% | 50 |
|
|
2020
Q4 | $268K | Sell |
1,958
-40
| -2% | -$5.13K | 0.1% | 51 |
|
|
2020
Q3 | $236K | Hold |
1,998
| – | – | 0.1% | 49 |
|
|
2020
Q2 | $225K | Hold |
1,998
| – | – | 0.1% | 44 |
|
|
2020
Q1 | $198K | Sell |
1,998
-30
| -1% | -$3.74K | 0.11% | 41 |
|
|
2019
Q4 | $277K | Sell |
2,028
-160
| -7% | -$21.1K | 0.13% | 41 |
|
|
2019
Q3 | $281K | Buy |
2,188
+80
| +4% | +$10.2K | 0.15% | 37 |
|
|
2019
Q2 | $260K | Hold |
2,108
| – | – | 0.14% | 37 |
|
|
2019
Q1 | $260K | Sell |
2,108
-180
| -8% | -$21.6K | 0.14% | 37 |
|
|
2018
Q4 | $254K | Buy |
2,288
+68
| +3% | +$8.15K | 0.16% | 35 |
|
|
2018
Q3 | $281K | Sell |
2,220
-340
| -13% | -$42.7K | 0.16% | 37 |
|
|
2018
Q2 | $311K | Sell |
2,560
-110
| -4% | -$13.4K | 0.19% | 35 |
|
|
2018
Q1 | $320K | Sell |
2,670
-355
| -12% | -$44.3K | 0.19% | 33 |
|
|
2017
Q4 | $376K | Buy |
+3,025
| New | +$367K | 0.22% | 29 |
|
Other funds holding IWD
McIlrath & Eck's IWD Position: Q1 2026 in Review
McIlrath & Eck increased its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q1 2026, buying an estimated $110K and bringing the position to 2,489 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #139.
McIlrath & Eck first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- McIlrath & Eck held 2,489 shares of iShares Russell 1000 Value ETF worth $532K as of Q1 2026.
- McIlrath & Eck bought 502 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $110K.
- iShares Russell 1000 Value ETF made up 0.04% of McIlrath & Eck's portfolio in Q1 2026, its #139 holding.
- McIlrath & Eck first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
- 1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.