Ryan Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ryan Investment 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	$29.2M	Buy	120,376 +7,511	+7%	+$1.75M	13.21%	3
2026 Q1	$24.1M	Buy	112,865 +2,857	+3%	+$626K	13.56%	4
2025 Q4	$23.1M	Sell	110,008 -35,965	-25%	-$7.43M	12.81%	3
2025 Q3	$29.7M	Buy	145,973 +9,411	+7%	+$1.87M	16.52%	3
2025 Q2	$26.5M	Buy	+136,562	New	+$25.3M	16.95%	3

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

Ryan Investment Management's IWD Position: Q2 2026 in Review

Ryan Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 6.7% in Q2 2026, buying an estimated $1.75M and bringing the position to 120,376 shares worth $29.2M. The position accounts for 13.21% of the portfolio, ranked #3.

Ryan Investment Management first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.7M in Q3 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ryan Investment Management held 120,376 shares of iShares Russell 1000 Value ETF worth $29.2M as of Q2 2026.
Ryan Investment Management bought 7,511 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.75M.
iShares Russell 1000 Value ETF made up 13.21% of Ryan Investment Management's portfolio in Q2 2026, its #3 holding.
Ryan Investment Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
Ryan Investment Management's iShares Russell 1000 Value ETF position peaked at $29.7M in Q3 2025.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ryan Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.