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Rathbones Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rathbones Group’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 		$360K Buy
1,684
+22
+1% +$4.82K ﹤0.01% 501
2025
Q4 		$350K Sell
1,662
-137
-8% -$28.3K ﹤0.01% 500
2025
Q3 		$366K Hold
1,799
– – ﹤0.01% 489
2025
Q2 		$349K Buy
1,799
+52
+3% +$9.63K ﹤0.01% 480
2025
Q1 		$329K Buy
1,747
+42
+2% +$8K ﹤0.01% 454
2024
Q4 		$316K Hold
1,705
– – ﹤0.01% 463
2024
Q3 		$324K Hold
1,705
– – ﹤0.01% 471
2024
Q2 		$297K Buy
1,705
+95
+6% +$16.6K ﹤0.01% 486
2024
Q1 		$288K Sell
1,610
-102
-6% -$17.3K ﹤0.01% 498
2023
Q4 		$283K Sell
1,712
-100
-6% -$15.4K ﹤0.01% 480
2023
Q3 		$275K Buy
+1,812
New +$287K ﹤0.01% 490

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

Rathbones Group's IWD Position: Q1 2026 in Review

Rathbones Group increased its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q1 2026, buying an estimated $4.82K and bringing the position to 1,684 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Rathbones Group first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $366K in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Rathbones Group held 1,684 shares of iShares Russell 1000 Value ETF worth $360K as of Q1 2026.
  • Rathbones Group bought 22 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $4.82K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #501 holding.
  • Rathbones Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
  • Rathbones Group's iShares Russell 1000 Value ETF position peaked at $366K in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.