Pecaut & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pecaut & Co’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	$280K	Buy	1,156 +1	+0.1%	+$233	0.09%	61
2026 Q1	$247K	Sell	1,155 -73	-6%	-$16K	0.08%	64
2025 Q4	$258K	Sell	1,228 -3	-0.2%	-$620	0.08%	65
2025 Q3	$251K	Buy	1,231 +2	+0.2%	+$398	0.08%	70
2025 Q2	$239K	Sell	1,229 -36	-3%	-$6.67K	0.08%	73
2025 Q1	$238K	Buy	+1,265	New	+$241K	0.08%	69
2024 Q4	–	Sell	-1,059	Closed	-$201K	–	76
2024 Q3	$201K	Buy	+1,059	New	+$193K	0.07%	71
2023 Q4	–	Sell	-1,032	Closed	-$157K	–	91
2023 Q3	$157K	Hold	1,032	–	–	0.07%	78
2023 Q2	$163K	Buy	1,032 +4	+0.4%	+$612	0.07%	80
2023 Q1	$157K	Hold	1,028	–	–	0.07%	82
2022 Q4	$156K	Buy	+1,028	New	+$154K	0.07%	81
2019 Q4	–	Sell	-11	Closed	-$1K	–	68
2019 Q3	$1K	Buy	+11	New	+$1.4K	﹤0.01%	68

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

Pecaut & Co's IWD Position: Q2 2026 in Review

Pecaut & Co increased its iShares Russell 1000 Value ETF (IWD) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 1,156 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #61.

Pecaut & Co first reported a position in IWD in Q3 2019 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Pecaut & Co held 1,156 shares of iShares Russell 1000 Value ETF worth $280K as of Q2 2026.
Pecaut & Co bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.09% of Pecaut & Co's portfolio in Q2 2026, its #61 holding.
Pecaut & Co first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.