Oder Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Oder Investment 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	$571K	Buy	2,354 +1	+0%	+$233	0.38%	70
2026 Q1	$503K	Buy	2,353 +1	+0%	+$219	0.39%	65
2025 Q4	$495K	Buy	2,352 +169	+8%	+$34.9K	0.36%	71
2025 Q3	$444K	Hold	2,183	–	–	0.32%	71
2025 Q2	$424K	Sell	2,183 -5	-0.2%	-$926	0.32%	72
2025 Q1	$412K	Buy	2,188 +79	+4%	+$15K	0.35%	72
2024 Q4	$391K	Hold	2,109	–	–	0.33%	71
2024 Q3	$400K	Buy	2,109 +1	+0%	+$182	0.34%	72
2024 Q2	$368K	Hold	2,108	–	–	0.33%	77
2024 Q1	$378K	Hold	2,108	–	–	0.35%	75
2023 Q4	$348K	Hold	2,108	–	–	0.34%	75
2023 Q3	$320K	Hold	2,108	–	–	0.35%	73
2023 Q2	$333K	Sell	2,108 -415	-16%	-$63.4K	0.36%	70
2023 Q1	$383K	Hold	2,523	–	–	0.45%	63
2022 Q4	$383K	Buy	2,523 +1	+0%	+$150	0.48%	58
2022 Q3	$343K	Hold	2,522	–	–	0.4%	62
2022 Q2	$366K	Hold	2,522	–	–	0.45%	60
2022 Q1	$419K	Hold	2,522	–	–	0.48%	57
2021 Q4	$424K	Buy	2,522 +1	+0%	+$164	0.6%	48
2021 Q3	$394K	Hold	2,521	–	–	0.58%	53
2021 Q2	$399K	Sell	2,521 -75	-3%	-$11.9K	0.52%	56
2021 Q1	$393K	Hold	2,596	–	–	0.54%	53
2020 Q4	$356K	Buy	+2,596	New	+$333K	0.35%	64

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

Oder Investment Management's IWD Position: Q2 2026 in Review

Oder Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $233 and bringing the position to 2,354 shares worth $571K. The position accounts for 0.38% of the portfolio, ranked #70.

Oder Investment Management first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Oder Investment Management held 2,354 shares of iShares Russell 1000 Value ETF worth $571K as of Q2 2026.
Oder Investment Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.38% of Oder Investment Management's portfolio in Q2 2026, its #70 holding.
Oder Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.