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Newton One Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Newton One Investments’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
Q2 		$12.2M Sell
50,120
-586
-1% -$136K 3.06% 10
2026
Q1 		$10.8M Sell
50,706
-821
-2% -$180K 2.94% 10
2025
Q4 		$10.8M Sell
51,527
-137
-0.3% -$28.3K 3.2% 8
2025
Q3 		$10.5M Buy
51,664
+102
+0.2% +$20.3K 3.11% 9
2025
Q2 		$10M Buy
51,562
+160
+0.3% +$29.6K 3.15% 8
2025
Q1 		$9.67M Sell
51,402
-346
-0.7% -$65.9K 3.46% 8
2024
Q4 		$9.58M Sell
51,748
-870
-2% -$167K 3.69% 7
2024
Q3 		$9.99M Sell
52,618
-1,507
-3% -$275K 4% 7
2024
Q2 		$9.44M Sell
54,125
-365
-0.7% -$63.8K 4.07% 8
2024
Q1 		$9.76M Sell
54,490
-1,438
-3% -$243K 4.29% 8
2023
Q4 		$9.24M Sell
55,928
-500
-0.9% -$77.2K 4.25% 8
2023
Q3 		$8.57M Sell
56,428
-766
-1% -$121K 5.1% 7
2023
Q2 		$9.03M Sell
57,194
-636
-1% -$97.2K 5.18% 7
2023
Q1 		$8.81M Sell
57,830
-28
-0% -$4.32K 5.29% 7
2022
Q4 		$8.77M Sell
57,858
-776
-1% -$116K 5.66% 7
2022
Q3 		$7.97M Sell
58,634
-18
-0% -$2.71K 5.68% 7
2022
Q2 		$8.5M Sell
58,652
-345
-0.6% -$54K 6.32% 6
2022
Q1 		$9.79M Sell
58,997
-895
-1% -$147K 7.14% 5
2021
Q4 		$10.1M Buy
59,892
+181
+0.3% +$29.7K 7.1% 5
2021
Q3 		$9.35M Buy
59,711
+906
+2% +$145K 6.97% 5
2021
Q2 		$9.33M Buy
58,805
+363
+0.6% +$57.5K 7.4% 6
2021
Q1 		$8.86M Sell
58,442
-465
-0.8% -$67.3K 7.87% 5
2020
Q4 		$8.05M Buy
+58,907
New +$7.56M 7.92% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Newton One Investments's IWD Position: Q2 2026 in Review

Newton One Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, selling an estimated $136K and leaving 50,120 shares worth $12.2M. The position accounts for 3.06% of the portfolio, ranked #10.

Newton One Investments first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Newton One Investments held 50,120 shares of iShares Russell 1000 Value ETF worth $12.2M as of Q2 2026.
  • Newton One Investments sold 586 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell 1000 Value ETF made up 3.06% of Newton One Investments's portfolio in Q2 2026, its #10 holding.
  • Newton One Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.