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Pinnacle Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pinnacle Associates’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
Q1 		$1.57M Buy
7,355
+40
+0.5% +$8.76K 0.02% 442
2025
Q4 		$1.54M Sell
7,315
-34
-0.5% -$7.02K 0.02% 442
2025
Q3 		$1.5M Sell
7,349
-2,510
-25% -$499K 0.02% 444
2025
Q2 		$1.91M Sell
9,859
-174
-2% -$32.2K 0.03% 384
2025
Q1 		$1.89M Buy
10,033
+141
+1% +$26.9K 0.03% 385
2024
Q4 		$1.83M Buy
9,892
+189
+2% +$36.3K 0.02% 381
2024
Q3 		$1.6M Sell
9,703
-330
-3% -$60.1K 0.03% 391
2024
Q2 		$1.75M Buy
10,033
+183
+2% +$32K 0.03% 387
2024
Q1 		$1.76M Buy
9,850
+147
+2% +$24.9K 0.03% 391
2023
Q4 		$1.6M Sell
9,703
-266
-3% -$41.1K 0.03% 396
2023
Q3 		$1.51M Sell
9,969
-803
-7% -$127K 0.03% 396
2023
Q2 		$1.7M Buy
10,772
+777
+8% +$119K 0.03% 381
2023
Q1 		$1.52M Buy
9,995
+1,114
+13% +$172K 0.03% 340
2022
Q4 		$1.35M Buy
8,881
+426
+5% +$63.8K 0.03% 357
2022
Q3 		$1.15M Sell
8,455
-43
-0.5% -$6.46K 0.03% 374
2022
Q2 		$1.23M Sell
8,498
-121
-1% -$18.9K 0.03% 363
2022
Q1 		$1.43M Buy
8,619
+244
+3% +$40.1K 0.03% 386
2021
Q4 		$1.41M Hold
8,375
– – 0.02% 393
2021
Q3 		$1.31M Hold
8,375
– – 0.02% 397
2021
Q2 		$1.33M Hold
8,375
– – 0.02% 392
2021
Q1 		$1.27M Buy
8,375
+575
+7% +$83.2K 0.02% 384
2020
Q4 		$1.07M Buy
7,800
+1,180
+18% +$151K 0.02% 386
2020
Q3 		$782K Sell
6,620
-345
-5% -$40.9K 0.02% 415
2020
Q2 		$784K Buy
6,965
+2,384
+52% +$262K 0.02% 412
2020
Q1 		$454K Buy
4,581
+750
+20% +$93.5K 0.01% 496
2019
Q4 		$523K Buy
3,831
+657
+21% +$86.6K 0.01% 529
2019
Q3 		$407K Sell
3,174
-24
-0.8% -$3.05K 0.01% 562
2019
Q2 		$407K Sell
3,198
-432
-12% -$54.1K 0.01% 561
2019
Q1 		$448K Sell
3,630
-79
-2% -$9.49K 0.01% 546
2018
Q4 		$412K Buy
3,709
+199
+6% +$23.8K 0.01% 543
2018
Q3 		$444K Sell
3,510
-10
-0.3% -$1.26K 0.01% 530
2018
Q2 		$427K Sell
3,520
-61
-2% -$7.42K 0.01% 532
2018
Q1 		$430K Sell
3,581
-38
-1% -$4.74K 0.01% 525
2017
Q4 		$450K Buy
3,619
+644
+22% +$78K 0.01% 510
2017
Q3 		$353K Hold
2,975
– – 0.01% 552
2017
Q2 		$346K Buy
2,975
+427
+17% +$49.1K 0.01% 551
2017
Q1 		$293K Buy
2,548
+116
+5% +$13.3K 0.01% 567
2016
Q4 		$272K Sell
2,432
-484
-17% -$52.3K 0.01% 563
2016
Q3 		$308K Hold
2,916
– – 0.01% 537
2016
Q2 		$301K Buy
2,916
+690
+31% +$69.7K 0.01% 542
2016
Q1 		$220K Sell
2,226
-1,033
-32% -$96.8K ﹤0.01% 566
2015
Q4 		$319K Sell
3,259
-3,200
-50% -$318K 0.01% 526
2015
Q3 		$602K Hold
6,459
– – 0.01% 438
2015
Q2 		$666K Buy
6,459
+134
+2% +$14.1K 0.01% 432
2015
Q1 		$652K Sell
6,325
-100
-2% -$10.4K 0.01% 434
2014
Q4 		$671K Hold
6,425
– – 0.01% 418
2014
Q3 		$643K Hold
6,425
– – 0.01% 421
2014
Q2 		$651K Buy
6,425
+250
+4% +$24.5K 0.01% 427
2014
Q1 		$596K Sell
6,175
-67
-1% -$6.28K 0.01% 431
2013
Q4 		$588K Buy
6,242
+2,337
+60% +$212K 0.01% 433
2013
Q3 		$337K Sell
3,905
-358
-8% -$31.1K 0.01% 489
2013
Q2 		$357K Buy
+4,263
New +$355K 0.01% 459

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pinnacle Associates's IWD Position: Q1 2026 in Review

Pinnacle Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 0.55% in Q1 2026, buying an estimated $8.76K and bringing the position to 7,355 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #442.

Pinnacle Associates first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q2 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Pinnacle Associates held 7,355 shares of iShares Russell 1000 Value ETF worth $1.57M as of Q1 2026.
  • Pinnacle Associates bought 40 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.76K.
  • iShares Russell 1000 Value ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #442 holding.
  • Pinnacle Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Associates's iShares Russell 1000 Value ETF position peaked at $1.91M in Q2 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.