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 Q2	$11.5M	Buy	47,373 +3,993	+9%	+$930K	0.11%	108
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

SCS Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 9.2% in Q2 2026, buying an estimated $930K and bringing the position to 47,373 shares worth $11.5M. The position accounts for 0.11% of the portfolio, ranked #108.

SCS Capital Management first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.7M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SCS Capital Management held 47,373 shares of iShares Russell 1000 Value ETF worth $11.5M as of Q2 2026.
SCS Capital Management bought 3,993 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $930K.
iShares Russell 1000 Value ETF made up 0.11% of SCS Capital Management's portfolio in Q2 2026, its #108 holding.
SCS Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares Russell 1000 Value ETF position peaked at $11.7M in Q3 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.