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

Oarsman Capital’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 		$242K Hold
1,000
– – 0.03% 218
2026
Q1 		$214K Sell
1,000
-10,333
-91% -$2.26M 0.03% 219
2025
Q4 		$2.38M Sell
11,333
-392
-3% -$81K 0.31% 56
2025
Q3 		$2.39M Sell
11,725
-3,163
-21% -$629K 0.33% 51
2025
Q2 		$2.89M Buy
14,888
+301
+2% +$55.7K 0.45% 39
2025
Q1 		$2.74M Sell
14,587
-5,626
-28% -$1.07M 0.49% 38
2024
Q4 		$3.74M Buy
20,213
+140
+0.7% +$26.9K 0.65% 29
2024
Q3 		$3.81M Buy
20,073
+438
+2% +$79.8K 0.7% 27
2024
Q2 		$3.43M Buy
19,635
+1,620
+9% +$283K 0.75% 28
2024
Q1 		$3.23M Buy
18,015
+2,205
+14% +$373K 0.77% 29
2023
Q4 		$2.61M Buy
+15,810
New +$2.44M 0.69% 33
2018
Q2 		– Sell
-2,479
Closed -$297K – 179
2018
Q1 		$297K Sell
2,479
-7
-0.3% -$873 0.14% 150
2017
Q4 		$309K Sell
2,486
-163
-6% -$19.8K 0.13% 151
2017
Q3 		$314K Buy
2,649
+9
+0.3% +$1.05K 0.13% 146
2017
Q2 		$307K Buy
2,640
+152
+6% +$17.5K 0.14% 146
2017
Q1 		$286K Sell
2,488
-1
-0% -$115 0.13% 153
2016
Q4 		$279K Sell
2,489
-134
-5% -$14.5K 0.18% 134
2016
Q3 		$277K Sell
2,623
-118
-4% -$12.4K 0.14% 153
2016
Q2 		$283K Sell
2,741
-108
-4% -$10.9K 0.15% 148
2016
Q1 		$282K Buy
2,849
+683
+32% +$64K 0.15% 149
2015
Q4 		$212K Buy
2,166
+12
+0.6% +$1.19K 0.12% 170
2015
Q3 		$201K Buy
+2,154
New +$214K 0.12% 169

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

Oarsman Capital's IWD Position: Q2 2026 in Review

Oarsman Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,000 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #218.

Oarsman Capital first reported a position in IWD in Q3 2015 and has held it in 22 quarters since. The position peaked at $3.81M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Oarsman Capital held 1,000 shares of iShares Russell 1000 Value ETF worth $242K as of Q2 2026.
  • Oarsman Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #218 holding.
  • Oarsman Capital first reported a position in iShares Russell 1000 Value ETF in Q3 2015 and has held it in 22 quarters since.
  • Oarsman Capital's iShares Russell 1000 Value ETF position peaked at $3.81M in Q3 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.