SC
IWD icon

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
Q2 		$331K Sell
1,367
-378
-22% -$88K 0.06% 59
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 $1.55T 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

Schoolcraft Capital's IWD Position: Q2 2026 in Review

Schoolcraft Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, selling an estimated $88K and leaving 1,367 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #59.

Schoolcraft Capital first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. The position peaked at $448K in Q3 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Schoolcraft Capital held 1,367 shares of iShares Russell 1000 Value ETF worth $331K as of Q2 2026.
  • Schoolcraft Capital sold 378 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $88K.
  • iShares Russell 1000 Value ETF made up 0.06% of Schoolcraft Capital's portfolio in Q2 2026, its #59 holding.
  • Schoolcraft Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Schoolcraft Capital's iShares Russell 1000 Value ETF position peaked at $448K in Q3 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Schoolcraft Capital's 13F filing for Q2 2026, filed 11 Aug 2026.