Objectivity Squared’s iShares Russell 1000 Value ETF IWD Stock Holding History

Objectivity Squared’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	$35M	Buy	144,543 +923	+0.6%	+$215K	19.74%	1
2026 Q1	$30.7M	Sell	143,620 -5,573	-4%	-$1.22M	19.35%	1
2025 Q4	$31.4M	Buy	149,193 +2,674	+2%	+$552K	17.55%	1
2025 Q3	$29.8M	Buy	146,519 +11,754	+9%	+$2.34M	17.8%	1
2025 Q2	$26.2M	Buy	134,765 +54,528	+68%	+$10.1M	18%	1
2025 Q1	$14.1M	Buy	80,237 +4,653	+6%	+$886K	11.84%	3
2024 Q4	$13.9M	Buy	75,584 +1,952	+3%	+$374K	9.64%	3
2024 Q3	$13.9M	Buy	73,632 +21,873	+42%	+$3.98M	9.64%	3
2024 Q2	$9.44M	Buy	51,759 +3,215	+7%	+$562K	7.22%	6
2024 Q1	$8.48M	Buy	48,544 +3,831	+9%	+$648K	7.45%	6
2023 Q4	$7.39M	Buy	+44,713	New	+$6.91M	7.35%	5

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 22.9% 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

Objectivity Squared's IWD Position: Q2 2026 in Review

Objectivity Squared increased its iShares Russell 1000 Value ETF (IWD) stake by 0.64% in Q2 2026, buying an estimated $215K and bringing the position to 144,543 shares worth $35M. The position accounts for 19.74% of the portfolio, ranked #1.

Objectivity Squared first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Objectivity Squared held 144,543 shares of iShares Russell 1000 Value ETF worth $35M as of Q2 2026.
Objectivity Squared bought 923 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $215K.
iShares Russell 1000 Value ETF made up 19.74% of Objectivity Squared's portfolio in Q2 2026, its #1 holding.
Objectivity Squared first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Objectivity Squared's 13F filing for Q2 2026, filed 7 Aug 2026.