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

SCS 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
Q1 		$9.27M Sell
43,380
-1,561
-3% -$342K 0.1% 107
2025
Q4 		$9.45M Sell
44,941
-12,417
-22% -$2.56M 0.1% 106
2025
Q3 		$11.7M Sell
57,358
-213
-0.4% -$42.4K 0.13% 98
2025
Q2 		$11.2M Buy
57,571
+6,375
+12% +$1.18M 0.12% 106
2025
Q1 		$9.63M Buy
+51,196
New +$9.75M 0.12% 87

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

SCS Capital Management's IWD Position: Q1 2026 in Review

SCS Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.5% in Q1 2026, selling an estimated $342K and leaving 43,380 shares worth $9.27M. The position accounts for 0.1% of the portfolio, ranked #107.

SCS Capital Management first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.7M in Q3 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • SCS Capital Management held 43,380 shares of iShares Russell 1000 Value ETF worth $9.27M as of Q1 2026.
  • SCS Capital Management sold 1,561 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $342K.
  • iShares Russell 1000 Value ETF made up 0.1% of SCS Capital Management's portfolio in Q1 2026, its #107 holding.
  • SCS Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • SCS Capital Management's iShares Russell 1000 Value ETF position peaked at $11.7M in Q3 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.