Ogorek Anthony Joseph’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ogorek Anthony Joseph’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	$14K	Hold	60	–	–	﹤0.01%	354
2026 Q1	$12K	Hold	60	–	–	﹤0.01%	367
2025 Q4	$12K	Hold	60	–	–	﹤0.01%	350
2025 Q3	$12K	Hold	60	–	–	﹤0.01%	365
2025 Q2	$11K	Hold	60	–	–	﹤0.01%	365
2025 Q1	$11K	Hold	60	–	–	﹤0.01%	348
2024 Q4	$11K	Hold	60	–	–	﹤0.01%	214
2024 Q3	$11K	Hold	60	–	–	﹤0.01%	205
2024 Q2	$10K	Hold	60	–	–	﹤0.01%	205
2024 Q1	$10K	Hold	60	–	–	﹤0.01%	207
2023 Q4	$9K	Sell	60 -194	-76%	-$30K	﹤0.01%	219
2023 Q3	$38K	Hold	254	–	–	0.02%	124
2023 Q2	$40K	Hold	254	–	–	0.02%	116
2023 Q1	$38K	Hold	254	–	–	0.02%	116
2022 Q4	$38K	Hold	254	–	–	0.02%	83
2022 Q3	$34K	Hold	254	–	–	0.02%	80
2022 Q2	$36K	Sell	254 -4	-2%	-$626	0.02%	82
2022 Q1	$42K	Hold	258	–	–	0.02%	87
2021 Q4	$43K	Buy	258 +4	+2%	+$655	0.02%	85
2021 Q3	$39K	Hold	254	–	–	0.02%	86
2021 Q2	$40K	Buy	254 +194	+323%	+$30.7K	0.02%	83
2021 Q1	$9K	Hold	60	–	–	﹤0.01%	153
2020 Q4	$8K	Sell	60 -30	-33%	-$3.85K	﹤0.01%	153
2020 Q3	$10K	Hold	90	–	–	0.01%	114
2020 Q2	$10K	Hold	90	–	–	0.01%	118
2020 Q1	$8K	Hold	90	–	–	﹤0.01%	132
2019 Q4	$12K	Hold	90	–	–	0.01%	127
2019 Q3	$11K	Hold	90	–	–	0.01%	107
2019 Q2	$11K	Hold	90	–	–	0.01%	102
2019 Q1	$11K	Hold	90	–	–	0.01%	98
2018 Q4	$9K	Hold	90	–	–	0.01%	100
2018 Q3	$11K	Hold	90	–	–	0.01%	94
2018 Q2	$10K	Buy	90 +80	+800%	+$9.73K	0.01%	86
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	123
2017 Q4	$1K	Buy	+10	New	+$1.21K	﹤0.01%	118

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

Ogorek Anthony Joseph's IWD Position: Q2 2026 in Review

Ogorek Anthony Joseph held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 60 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Ogorek Anthony Joseph first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $43K in Q4 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ogorek Anthony Joseph held 60 shares of iShares Russell 1000 Value ETF worth $14K as of Q2 2026.
Ogorek Anthony Joseph left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #354 holding.
Ogorek Anthony Joseph first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
Ogorek Anthony Joseph's iShares Russell 1000 Value ETF position peaked at $43K in Q4 2021.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.