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

RiverFront Investment 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 Q2	$1.12M	Buy	4,608 +100	+2%	+$23.3K	0.01%	225
2026 Q1	$963K	Buy	4,508 +193	+4%	+$42.3K	0.01%	202
2025 Q4	$908K	Sell	4,315 -30	-0.7%	-$6.2K	0.02%	173
2025 Q3	$885K	Sell	4,345 -173	-4%	-$34.4K	0.02%	163
2025 Q2	$878K	Buy	4,518 +558	+14%	+$103K	0.02%	156
2025 Q1	$745K	Buy	3,960 +442	+13%	+$84.2K	0.02%	159
2024 Q4	$651K	Buy	+3,518	New	+$675K	0.01%	146
2022 Q2	–	Sell	-3,647	Closed	-$605K	–	103
2022 Q1	$605K	Hold	3,647	–	–	0.02%	83
2021 Q4	$612K	Hold	3,647	–	–	0.02%	75
2021 Q3	$571K	Hold	3,647	–	–	0.02%	66
2021 Q2	$578K	Hold	3,647	–	–	0.01%	67
2021 Q1	$553K	Buy	+3,647	New	+$528K	0.01%	66

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

RiverFront Investment Group's IWD Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, buying an estimated $23.3K and bringing the position to 4,608 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #225.

RiverFront Investment Group first reported a position in IWD in Q1 2021 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

RiverFront Investment Group held 4,608 shares of iShares Russell 1000 Value ETF worth $1.12M as of Q2 2026.
RiverFront Investment Group bought 100 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.3K.
iShares Russell 1000 Value ETF made up 0.01% of RiverFront Investment Group's portfolio in Q2 2026, its #225 holding.
RiverFront Investment Group first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.