Royal Fund Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Royal Fund 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	–	Sell	-898	Closed	-$280K	–	321
2026 Q1	$280K	Buy	+898	New	+$197K	0.03%	253
2024 Q4	–	Sell	-1,413	Closed	-$270K	–	319
2024 Q3	$270K	Buy	+1,413	New	+$257K	0.02%	288
2020 Q2	–	Sell	-496	Closed	-$49K	–	350
2020 Q1	$49K	Sell	496 -938	-65%	-$117K	0.02%	227
2019 Q4	$195K	Hold	1,434	–	–	0.05%	153
2019 Q3	$183K	Sell	1,434 -153	-10%	-$19.4K	0.05%	141
2019 Q2	$201K	Sell	1,587 -1,113	-41%	-$139K	0.06%	133
2019 Q1	$333K	Sell	2,700 -180	-6%	-$21.6K	0.11%	96
2018 Q4	$319K	Sell	2,880 -9	-0.3%	-$1.08K	0.13%	85
2018 Q3	$365K	Sell	2,889 -109	-4%	-$13.7K	0.11%	89
2018 Q2	$363K	Sell	2,998 -148	-5%	-$18K	0.12%	86
2018 Q1	$377K	Sell	3,146 -6,758	-68%	-$843K	0.14%	89
2017 Q4	$1.23M	Buy	9,904 +517	+6%	+$62.6K	0.44%	48
2017 Q3	$1.11M	Buy	9,387 +4,821	+106%	+$562K	0.44%	47
2017 Q2	$531K	Buy	4,566 +989	+28%	+$114K	0.23%	55
2017 Q1	$411K	Buy	3,577 +882	+33%	+$101K	0.2%	56
2016 Q4	$301K	Buy	+2,695	New	+$291K	0.17%	57

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

Royal Fund Management's IWD Position: Q2 2026 in Review

Royal Fund Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 898 shares — an estimated $280K sold.

Royal Fund Management first reported a position in IWD in Q4 2016 and held it in 16 quarters. The position peaked at $1.23M in Q4 2017. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Royal Fund Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Royal Fund Management sold 898 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $280K.
Royal Fund Management first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 16 quarters.
Royal Fund Management's iShares Russell 1000 Value ETF position peaked at $1.23M in Q4 2017.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.