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

Schoolcraft 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
Q1 		$373K Hold
1,745
– – 0.07% 55
2025
Q4 		$367K Hold
1,745
– – 0.07% 55
2025
Q3 		$355K Hold
1,745
– – 0.07% 54
2025
Q2 		$339K Sell
1,745
-618
-26% -$114K 0.07% 56
2025
Q1 		$445K Hold
2,363
– – 0.09% 52
2024
Q4 		$437K Hold
2,363
– – 0.09% 52
2024
Q3 		$448K Hold
2,363
– – 0.09% 51
2024
Q2 		$412K Buy
2,363
+255
+12% +$44.6K 0.09% 53
2024
Q1 		$378K Hold
2,108
– – 0.09% 50
2023
Q4 		$348K Sell
2,108
-123
-6% -$19K 0.09% 49
2023
Q3 		$339K Hold
2,231
– – 0.1% 48
2023
Q2 		$352K Hold
2,231
– – 0.1% 48
2023
Q1 		$340K Hold
2,231
– – 0.1% 47
2022
Q4 		$338K Hold
2,231
– – 0.1% 41
2022
Q3 		$303K Buy
2,231
+2
+0.1% +$301 0.1% 44
2022
Q2 		$323K Hold
2,229
– – 0.1% 41
2022
Q1 		$370K Buy
2,229
+1
+0% +$164 0.11% 43
2021
Q4 		$374K Buy
2,228
+2
+0.1% +$328 0.11% 41
2021
Q3 		$348K Hold
2,226
– – 0.12% 41
2021
Q2 		$353K Sell
2,226
-63
-3% -$9.97K 0.13% 42
2021
Q1 		$347K Sell
2,289
-236
-9% -$34.1K 0.14% 39
2020
Q4 		$345K Hold
2,525
– – 0.14% 37
2020
Q3 		$298K Hold
2,525
– – 0.14% 38
2020
Q2 		$284K Hold
2,525
– – 0.14% 42
2020
Q1 		$250K Buy
2,525
+22
+0.9% +$2.74K 0.15% 46
2019
Q4 		$342K Hold
2,503
– – 0.17% 50
2019
Q3 		$321K Buy
2,503
+336
+16% +$42.7K 0.18% 43
2019
Q2 		$276K Hold
2,167
– – 0.16% 44
2019
Q1 		$268K Buy
+2,167
New +$260K 0.17% 41

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schoolcraft Capital's IWD Position: Q1 2026 in Review

Schoolcraft Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,745 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #55.

Schoolcraft Capital first reported a position in IWD in Q1 2019 and has held it in 29 quarters since. The position peaked at $448K in Q3 2024. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Schoolcraft Capital held 1,745 shares of iShares Russell 1000 Value ETF worth $373K as of Q1 2026.
  • Schoolcraft Capital left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Schoolcraft Capital's portfolio in Q1 2026, its #55 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Schoolcraft Capital's iShares Russell 1000 Value ETF position peaked at $448K in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.