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

Objective 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 Q2	$268K	Buy	+1,104	New	+$257K	0.24%	83
2024 Q4	–	Sell	-6,218	Closed	-$1.18M	–	148
2024 Q3	$1.18M	Buy	+6,218	New	+$1.13M	0.69%	40
2024 Q1	$1.14M	Buy	6,374 +1	+0%	+$169	0.77%	36
2023 Q4	$1.05M	Buy	6,373 +2	+0%	+$309	0.8%	35
2023 Q3	$967K	Hold	6,371	–	–	0.86%	35
2023 Q2	$1.01M	Sell	6,371 -350	-5%	-$53.5K	0.88%	33
2023 Q1	$1.02M	Sell	6,721 -327	-5%	-$50.5K	0.93%	32
2022 Q4	$1.07M	Buy	7,048 +1	+0%	+$150	1.06%	28
2022 Q3	$958K	Buy	7,047 +1	+0%	+$150	1.02%	28
2022 Q2	$1.02M	Sell	7,046 -532	-7%	-$83.2K	1.03%	28
2022 Q1	$1.26M	Hold	7,578	–	–	0.97%	27
2021 Q4	$1.27M	Buy	+7,578	New	+$1.24M	0.9%	29

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Objective Capital Management's IWD Position: Q2 2026 in Review

Objective Capital Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,104 shares worth $268K. The stake represents 0.24% of the portfolio and ranks #83 among its holdings. This is a return to the name: Objective Capital Management previously reported a position in IWD as recently as Q3 2024.

Objective Capital Management first reported a position in IWD in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.27M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Objective Capital Management held 1,104 shares of iShares Russell 1000 Value ETF worth $268K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Objective Capital Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.24% of Objective Capital Management's portfolio in Q2 2026, its #83 holding.
Objective Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 12 quarters since.
Objective Capital Management's iShares Russell 1000 Value ETF position peaked at $1.27M in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.