Pittenger & Anderson Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $459K | Hold |
1,895
| – | – | 0.02% | 199 |
|
|
2026
Q1 | $405K | Hold |
1,895
| – | – | 0.02% | 201 |
|
|
2025
Q4 | $399K | Hold |
1,895
| – | – | 0.02% | 208 |
|
|
2025
Q3 | $386K | Buy |
1,895
+25
| +1% | +$4.97K | 0.01% | 203 |
|
|
2025
Q2 | $363K | Hold |
1,870
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $352K | Hold |
1,870
| – | – | 0.01% | 190 |
|
|
2024
Q4 | $346K | Hold |
1,870
| – | – | 0.01% | 200 |
|
|
2024
Q3 | $355K | Hold |
1,870
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $326K | Sell |
1,870
-400
| -18% | -$69.9K | 0.01% | 200 |
|
|
2024
Q1 | $407K | Hold |
2,270
| – | – | 0.02% | 189 |
|
|
2023
Q4 | $375K | Hold |
2,270
| – | – | 0.02% | 189 |
|
|
2023
Q3 | $345K | Hold |
2,270
| – | – | 0.02% | 177 |
|
|
2023
Q2 | $358K | Sell |
2,270
-330
| -13% | -$50.4K | 0.02% | 175 |
|
|
2023
Q1 | $396K | Hold |
2,600
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $394K | Hold |
2,600
| – | – | 0.02% | 165 |
|
|
2022
Q3 | $354K | Hold |
2,600
| – | – | 0.02% | 165 |
|
|
2022
Q2 | $377K | Hold |
2,600
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $432K | Hold |
2,600
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $437K | Hold |
2,600
| – | – | 0.02% | 172 |
|
|
2021
Q3 | $407K | Hold |
2,600
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $412K | Hold |
2,600
| – | – | 0.02% | 170 |
|
|
2021
Q1 | $394K | Hold |
2,600
| – | – | 0.02% | 171 |
|
|
2020
Q4 | $355K | Sell |
2,600
-900
| -26% | -$115K | 0.02% | 172 |
|
|
2020
Q3 | $413K | Hold |
3,500
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $394K | Hold |
3,500
| – | – | 0.03% | 179 |
|
|
2020
Q1 | $347K | Hold |
3,500
| – | – | 0.03% | 177 |
|
|
2019
Q4 | $478K | Hold |
3,500
| – | – | 0.03% | 189 |
|
|
2019
Q3 | $449K | Hold |
3,500
| – | – | 0.03% | 192 |
|
|
2019
Q2 | $445K | Hold |
3,500
| – | – | 0.03% | 189 |
|
|
2019
Q1 | $432K | Hold |
3,500
| – | – | 0.03% | 192 |
|
|
2018
Q4 | $389K | Hold |
3,500
| – | – | 0.04% | 194 |
|
|
2018
Q3 | $443K | Hold |
3,500
| – | – | 0.04% | 196 |
|
|
2018
Q2 | $425K | Hold |
3,500
| – | – | 0.04% | 197 |
|
|
2018
Q1 | $420K | Hold |
3,500
| – | – | 0.04% | 202 |
|
|
2017
Q4 | $435K | Hold |
3,500
| – | – | 0.04% | 196 |
|
|
2017
Q3 | $415K | Hold |
3,500
| – | – | 0.04% | 193 |
|
|
2017
Q2 | $408K | Hold |
3,500
| – | – | 0.04% | 190 |
|
|
2017
Q1 | $402K | Hold |
3,500
| – | – | 0.04% | 191 |
|
|
2016
Q4 | $392K | Hold |
3,500
| – | – | 0.04% | 199 |
|
|
2016
Q3 | $370K | Sell |
3,500
-1,000
| -22% | -$105K | 0.04% | 199 |
|
|
2016
Q2 | $465K | Sell |
4,500
-1,300
| -22% | -$131K | 0.05% | 196 |
|
|
2016
Q1 | $573K | Hold |
5,800
| – | – | 0.07% | 192 |
|
|
2015
Q4 | $568K | Buy |
+5,800
| New | +$576K | 0.07% | 191 |
|
Other funds holding IWD
Pittenger & Anderson Inc's IWD Position: Q2 2026 in Review
Pittenger & Anderson Inc held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,895 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #199.
Pittenger & Anderson Inc first reported a position in IWD in Q4 2015 and has held it in 43 quarters since. The position peaked at $573K in Q1 2016. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Pittenger & Anderson Inc held 1,895 shares of iShares Russell 1000 Value ETF worth $459K as of Q2 2026.
- Pittenger & Anderson Inc left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.02% of Pittenger & Anderson Inc's portfolio in Q2 2026, its #199 holding.
- Pittenger & Anderson Inc first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 43 quarters since.
- Pittenger & Anderson Inc's iShares Russell 1000 Value ETF position peaked at $573K in Q1 2016.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Pittenger & Anderson Inc's 13F filing for Q2 2026, filed 27 Jul 2026.