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IWD icon

Rebalance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rebalance’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
Q2 		$8.39M Sell
34,593
-48
-0.1% -$11.2K 0.44% 24
2026
Q1 		$7.4M Buy
34,641
+133
+0.4% +$29.1K 0.43% 24
2025
Q4 		$7.26M Sell
34,508
-8,416
-20% -$1.74M 0.42% 23
2025
Q3 		$8.74M Buy
42,924
+190
+0.4% +$37.8K 0.53% 24
2025
Q2 		$8.3M Buy
42,734
+188
+0.4% +$34.8K 0.56% 21
2025
Q1 		$8.01M Buy
42,546
+536
+1% +$102K 0.59% 19
2024
Q4 		$7.78M Buy
42,010
+306
+0.7% +$58.7K 0.58% 20
2024
Q3 		$7.92M Buy
41,704
+1,415
+4% +$258K 0.58% 17
2024
Q2 		$7.03M Buy
40,289
+6,848
+20% +$1.2M 0.57% 20
2024
Q1 		$5.99M Buy
33,441
+393
+1% +$66.5K 0.49% 24
2023
Q4 		$5.46M Buy
33,048
+4,115
+14% +$635K 0.48% 24
2023
Q3 		$4.39M Hold
28,933
– – 0.43% 25
2023
Q2 		$4.57M Hold
28,933
– – 0.43% 25
2023
Q1 		$4.41M Buy
28,933
+145
+0.5% +$22.4K 0.44% 25
2022
Q4 		$4.37M Buy
+28,788
New +$4.31M 0.45% 24

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Rebalance's IWD Position: Q2 2026 in Review

Rebalance reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.14% in Q2 2026, selling an estimated $11.2K and leaving 34,593 shares worth $8.39M. The position accounts for 0.44% of the portfolio, ranked #24.

Rebalance first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.74M in Q3 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Rebalance held 34,593 shares of iShares Russell 1000 Value ETF worth $8.39M as of Q2 2026.
  • Rebalance sold 48 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Russell 1000 Value ETF made up 0.44% of Rebalance's portfolio in Q2 2026, its #24 holding.
  • Rebalance first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Rebalance's iShares Russell 1000 Value ETF position peaked at $8.74M in Q3 2025.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Rebalance's 13F filing for Q2 2026, filed 16 Jul 2026.