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

Sapient Capital’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 		$3.68M Buy
15,197
+1,276
+9% +$297K 0.05% 124
2026
Q1 		$2.97M Buy
13,921
+213
+2% +$46.6K 0.04% 132
2025
Q4 		$2.91M Buy
13,708
+3,774
+38% +$780K 0.04% 135
2025
Q3 		$2.02M Sell
9,934
-25
-0.3% -$4.97K 0.03% 145
2025
Q2 		$1.93M Sell
9,959
-768
-7% -$142K 0.03% 143
2025
Q1 		$2.02M Buy
10,727
+1,106
+11% +$211K 0.04% 145
2024
Q4 		$1.78M Sell
9,621
-4
-0% -$767 0.03% 148
2024
Q3 		$1.83M Sell
9,625
-9
-0.1% -$1.64K 0.04% 144
2024
Q2 		$1.68M Buy
9,634
+179
+2% +$31.3K 0.04% 142
2024
Q1 		$1.69M Buy
9,455
+63
+0.7% +$10.7K 0.04% 144
2023
Q4 		$1.55M Buy
+9,392
New +$1.45M 0.04% 143

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

Sapient Capital's IWD Position: Q2 2026 in Review

Sapient Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 9.2% in Q2 2026, buying an estimated $297K and bringing the position to 15,197 shares worth $3.68M. The position accounts for 0.05% of the portfolio, ranked #124.

Sapient Capital first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sapient Capital held 15,197 shares of iShares Russell 1000 Value ETF worth $3.68M as of Q2 2026.
  • Sapient Capital bought 1,276 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $297K.
  • iShares Russell 1000 Value ETF made up 0.05% of Sapient Capital's portfolio in Q2 2026, its #124 holding.
  • Sapient Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.