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

Seizert Capital Partners’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	–	Sell	-17,577	Closed	-$3.7M	–	182
2025 Q4	$3.7M	Buy	+17,577	New	+$3.63M	0.16%	95
2025 Q1	–	Sell	-5,542	Closed	-$1.03M	–	168
2024 Q4	$1.03M	Buy	+5,542	New	+$1.06M	0.05%	115
2024 Q1	–	Sell	-6,633	Closed	-$1.1M	–	182
2023 Q4	$1.1M	Buy	+6,633	New	+$1.02M	0.06%	126
2023 Q1	–	Sell	-10,372	Closed	-$1.57M	–	190
2022 Q4	$1.57M	Buy	+10,372	New	+$1.55M	0.08%	118
2022 Q2	–	Sell	-1,807	Closed	-$300K	–	210
2022 Q1	$300K	Sell	1,807 -11,660	-87%	-$1.91M	0.01%	191
2021 Q4	$2.26M	Buy	13,467 +11,423	+559%	+$1.87M	0.1%	116
2021 Q3	$320K	Hold	2,044	–	–	0.01%	183
2021 Q2	$324K	Hold	2,044	–	–	0.02%	187
2021 Q1	$310K	Buy	2,044 +233	+13%	+$33.7K	0.02%	169
2020 Q4	$248K	Buy	+1,811	New	+$232K	0.01%	175
2020 Q2	–	Sell	-10,582	Closed	-$1.05M	–	215
2020 Q1	$1.05M	Sell	10,582 -3,146	-23%	-$392K	0.08%	107
2019 Q4	$1.87M	Buy	+13,728	New	+$1.81M	0.09%	94
2019 Q1	–	Sell	-62,000	Closed	-$6.88M	–	226
2018 Q4	$6.88M	Buy	+62,000	New	+$7.43M	0.31%	65
2018 Q1	–	Sell	-26,387	Closed	-$3.28M	–	223
2017 Q4	$3.28M	Buy	+26,387	New	+$3.2M	0.12%	81
2016 Q1	–	Sell	-60,020	Closed	-$5.87M	–	238
2015 Q4	$5.87M	Buy	+60,020	New	+$5.96M	0.18%	84

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Seizert Capital Partners's IWD Position: Q1 2026 in Review

Seizert Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 17,577 shares — an estimated $3.7M sold.

Seizert Capital Partners first reported a position in IWD in Q4 2015 and held it in 15 quarters. The position peaked at $6.88M in Q4 2018. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Seizert Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Seizert Capital Partners sold 17,577 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $3.7M.
Seizert Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 15 quarters.
Seizert Capital Partners's iShares Russell 1000 Value ETF position peaked at $6.88M in Q4 2018.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.