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

Raleigh 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	–	Sell	-339	Closed	-$71.2K	–	790
2025 Q4	$71.2K	Buy	+339	New	+$70K	0.03%	254
2024 Q2	–	Sell	-185	Closed	-$33.1K	–	1006
2024 Q1	$33.1K	Buy	+185	New	+$31.3K	0.01%	359
2022 Q3	–	Sell	-150	Closed	-$22K	–	823
2022 Q2	$22K	Hold	150	–	–	0.01%	288
2022 Q1	$25K	Buy	+150	New	+$24.6K	0.01%	283

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Raleigh Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 339 shares — an estimated $71.2K sold.

Raleigh Capital Management first reported a position in IWD in Q1 2022 and held it in 4 quarters. The position peaked at $71.2K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Raleigh Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Raleigh Capital Management sold 339 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $71.2K.
Raleigh Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and held it in 4 quarters.
Raleigh Capital Management's iShares Russell 1000 Value ETF position peaked at $71.2K in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.