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Riverview Capital Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Riverview Capital Advisers’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 		$5.44M Buy
22,453
+59
+0.3% +$13.7K 1.56% 26
2026
Q1 		$4.78M Buy
22,394
+67
+0.3% +$14.7K 1.6% 25
2025
Q4 		$4.7M Sell
22,327
-939
-4% -$194K 1.42% 25
2025
Q3 		$4.74M Sell
23,266
-394
-2% -$78.4K 1.37% 23
2025
Q2 		$4.6M Sell
23,660
-198
-0.8% -$36.7K 1.32% 24
2025
Q1 		$4.49M Sell
23,858
-3,376
-12% -$643K 1.41% 25
2024
Q4 		$5.04M Buy
27,234
+587
+2% +$113K 1.52% 19
2024
Q3 		$5.06M Buy
26,647
+66
+0.2% +$12K 1.56% 19
2024
Q2 		$4.64M Sell
26,581
-51
-0.2% -$8.92K 1.56% 20
2024
Q1 		$4.77M Buy
26,632
+325
+1% +$55K 1.64% 17
2023
Q4 		$4.35M Sell
26,307
-125
-0.5% -$19.3K 1.67% 18
2023
Q3 		$4.01M Buy
26,432
+356
+1% +$56.5K 1.78% 17
2023
Q2 		$4.12M Sell
26,076
-715
-3% -$109K 1.81% 19
2023
Q1 		$4.08M Buy
26,791
+14
+0.1% +$2.16K 1.76% 20
2022
Q4 		$4.06M Buy
26,777
+1,660
+7% +$248K 2.18% 15
2022
Q3 		$3.42M Hold
25,117
– – 2.14% 14
2022
Q2 		$3.64M Buy
25,117
+485
+2% +$75.9K 2.01% 15
2022
Q1 		$4.09M Buy
24,632
+21,117
+601% +$3.47M 1.88% 17
2021
Q4 		$590K Buy
+3,515
New +$576K 0.26% 61

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

Riverview Capital Advisers's IWD Position: Q2 2026 in Review

Riverview Capital Advisers increased its iShares Russell 1000 Value ETF (IWD) stake by 0.26% in Q2 2026, buying an estimated $13.7K and bringing the position to 22,453 shares worth $5.44M. The position accounts for 1.56% of the portfolio, ranked #26.

Riverview Capital Advisers first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Riverview Capital Advisers held 22,453 shares of iShares Russell 1000 Value ETF worth $5.44M as of Q2 2026.
  • Riverview Capital Advisers bought 59 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13.7K.
  • iShares Russell 1000 Value ETF made up 1.56% of Riverview Capital Advisers's portfolio in Q2 2026, its #26 holding.
  • Riverview Capital Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Riverview Capital Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.