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

Schnieders Capital 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 		$680K Buy
2,805
+214
+8% +$49.8K 0.09% 122
2026
Q1 		$554K Sell
2,591
-98
-4% -$21.5K 0.09% 124
2025
Q4 		$566K Hold
2,689
– – 0.09% 113
2025
Q3 		$547K Sell
2,689
-1,187
-31% -$236K 0.1% 123
2025
Q2 		$753K Buy
3,876
+1,089
+39% +$202K 0.13% 103
2025
Q1 		$524K Sell
2,787
-180
-6% -$34.3K 0.11% 112
2024
Q4 		$549K Hold
2,967
– – 0.11% 112
2024
Q3 		$563K Sell
2,967
-1
-0% -$182 0.11% 124
2024
Q2 		$518K Hold
2,968
– – 0.1% 116
2024
Q1 		$532K Hold
2,968
– – 0.11% 116
2023
Q4 		$490K Hold
2,968
– – 0.11% 121
2023
Q3 		$451K Hold
2,968
– – 0.1% 117
2023
Q2 		$468K Buy
2,968
+9
+0.3% +$1.38K 0.1% 125
2023
Q1 		$451K Hold
2,959
– – 0.1% 130
2022
Q4 		$449K Buy
2,959
+100
+3% +$15K 0.1% 126
2022
Q3 		$389K Sell
2,859
-1,238
-30% -$186K 0.1% 132
2022
Q2 		$594K Sell
4,097
-192
-4% -$30K 0.18% 101
2022
Q1 		$712K Sell
4,289
-5
-0.1% -$821 0.17% 100
2021
Q4 		$721K Hold
4,294
– – 0.17% 96
2021
Q3 		$672K Hold
4,294
– – 0.18% 91
2021
Q2 		$681K Buy
4,294
+1,001
+30% +$158K 0.19% 95
2021
Q1 		$499K Buy
3,293
+482
+17% +$69.7K 0.15% 109
2020
Q4 		$384K Buy
+2,811
New +$361K 0.13% 118
2020
Q1 		– Sell
-3,930
Closed -$536K – 163
2019
Q4 		$536K Buy
3,930
+719
+22% +$94.8K 0.19% 96
2019
Q3 		$412K Hold
3,211
– – 0.17% 104
2019
Q2 		$409K Buy
+3,211
New +$402K 0.16% 110

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

Schnieders Capital Management's IWD Position: Q2 2026 in Review

Schnieders Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 8.3% in Q2 2026, buying an estimated $49.8K and bringing the position to 2,805 shares worth $680K. The position accounts for 0.09% of the portfolio, ranked #122.

Schnieders Capital Management first reported a position in IWD in Q2 2019 and has held it in 26 quarters since. The position peaked at $753K in Q2 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Schnieders Capital Management held 2,805 shares of iShares Russell 1000 Value ETF worth $680K as of Q2 2026.
  • Schnieders Capital Management bought 214 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $49.8K.
  • iShares Russell 1000 Value ETF made up 0.09% of Schnieders Capital Management's portfolio in Q2 2026, its #122 holding.
  • Schnieders Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 26 quarters since.
  • Schnieders Capital Management's iShares Russell 1000 Value ETF position peaked at $753K in Q2 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Schnieders Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.