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Ritholtz Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ritholtz Wealth 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
Q2 		$9.53M Sell
39,311
-3,077
-7% -$717K 0.14% 86
2026
Q1 		$9.06M Sell
42,388
-1,439
-3% -$315K 0.16% 80
2025
Q4 		$9.22M Sell
43,827
-871
-2% -$180K 0.17% 68
2025
Q3 		$9.1M Buy
44,698
+926
+2% +$184K 0.18% 65
2025
Q2 		$8.5M Buy
43,772
+28,942
+195% +$5.36M 0.19% 60
2025
Q1 		$2.79M Buy
14,830
+8,626
+139% +$1.64M 0.08% 174
2024
Q4 		$1.15M Buy
6,204
+216
+4% +$41.4K 0.03% 328
2024
Q3 		$1.14M Buy
5,988
+2,067
+53% +$377K 0.03% 346
2024
Q2 		$684K Sell
3,921
-131
-3% -$22.9K 0.02% 440
2024
Q1 		$726K Sell
4,052
-776
-16% -$131K 0.03% 440
2023
Q4 		$798K Buy
4,828
+3,230
+202% +$499K 0.03% 380
2023
Q3 		$243K Sell
1,598
-301
-16% -$47.7K 0.01% 600
2023
Q2 		$300K Buy
+1,899
New +$290K 0.01% 539

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

Ritholtz Wealth Management's IWD Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.3% in Q2 2026, selling an estimated $717K and leaving 39,311 shares worth $9.53M. The position accounts for 0.14% of the portfolio, ranked #86.

Ritholtz Wealth Management first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Ritholtz Wealth Management held 39,311 shares of iShares Russell 1000 Value ETF worth $9.53M as of Q2 2026.
  • Ritholtz Wealth Management sold 3,077 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $717K.
  • iShares Russell 1000 Value ETF made up 0.14% of Ritholtz Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Ritholtz Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.