Quantinno Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Quantinno Capital 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 Q1	$28.3M	Buy	132,409 +36,824	+39%	+$8.06M	0.05%	490
2025 Q4	$20.1M	Buy	95,585 +18,409	+24%	+$3.8M	0.04%	516
2025 Q3	$15.7M	Buy	77,176 +36,227	+88%	+$7.21M	0.04%	483
2025 Q2	$7.95M	Buy	40,949 +15,224	+59%	+$2.82M	0.03%	626
2025 Q1	$4.84M	Buy	25,725 +13,793	+116%	+$2.63M	0.03%	663
2024 Q4	$2.21M	Sell	11,932 -640	-5%	-$123K	0.02%	812
2024 Q3	$2.39M	Buy	12,572 +2,251	+22%	+$410K	0.03%	656
2024 Q2	$1.8M	Sell	10,321 -154	-1%	-$26.9K	0.03%	605
2024 Q1	$1.88M	Buy	10,475 +3,847	+58%	+$651K	0.04%	544
2023 Q4	$1.09M	Buy	+6,628	New	+$1.02M	0.04%	598
2023 Q3	–	Sell	-1,644	Closed	-$259K	–	1015
2023 Q2	$259K	Hold	1,644	–	–	0.01%	806
2023 Q1	$250K	Buy	+1,644	New	+$254K	0.02%	767

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Quantinno Capital Management's IWD Position: Q1 2026 in Review

Quantinno Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 39% in Q1 2026, buying an estimated $8.06M and bringing the position to 132,409 shares worth $28.3M. The position accounts for 0.05% of the portfolio, ranked #490.

Quantinno Capital Management first reported a position in IWD in Q1 2023 and has held it in 12 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Quantinno Capital Management held 132,409 shares of iShares Russell 1000 Value ETF worth $28.3M as of Q1 2026.
Quantinno Capital Management bought 36,824 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $8.06M.
iShares Russell 1000 Value ETF made up 0.05% of Quantinno Capital Management's portfolio in Q1 2026, its #490 holding.
Quantinno Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 12 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.