Rossby Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rossby Financial’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	–	Sell	-232	Closed	-$49.9K	–	2260
2026 Q1	$49.9K	Hold	232	–	–	0.01%	728
2025 Q4	$48.8K	Buy	+232	New	+$47.9K	0.02%	546

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 17.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rossby Financial's IWD Position: Q2 2026 in Review

Rossby Financial sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 232 shares — an estimated $49.9K sold.

Rossby Financial first reported a position in IWD in Q4 2025 and held it in 2 quarters. The position peaked at $49.9K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Rossby Financial reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 232 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $49.9K.
Rossby Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and held it in 2 quarters.
Rossby Financial's iShares Russell 1000 Value ETF position peaked at $49.9K in Q1 2026.
1,986 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.