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

Shelton 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	$215K	Buy	+888	New	+$207K	﹤0.01%	681
2023 Q4	–	Sell	-1,477	Closed	-$224K	–	750
2023 Q3	$224K	Hold	1,477	–	–	0.01%	603
2023 Q2	$233K	Sell	1,477 -129	-8%	-$19.7K	0.01%	625
2023 Q1	$245K	Hold	1,606	–	–	0.01%	582
2022 Q4	$244K	Hold	1,606	–	–	0.03%	542
2022 Q3	$218K	Hold	1,606	–	–	0.01%	596
2022 Q2	$233K	Hold	1,606	–	–	0.01%	602
2022 Q1	$267K	Hold	1,606	–	–	0.01%	621
2021 Q4	$270K	Hold	1,606	–	–	0.01%	614
2021 Q3	$251K	Hold	1,606	–	–	0.01%	645
2021 Q2	$255K	Hold	1,606	–	–	0.01%	662
2021 Q1	$243K	Buy	+1,606	New	+$232K	0.01%	656

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

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

Shelton Capital Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 888 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in IWD as recently as Q3 2023.

Shelton Capital Management first reported a position in IWD in Q1 2021 and has held it in 12 quarters since. The position peaked at $270K in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Shelton Capital Management held 888 shares of iShares Russell 1000 Value ETF worth $215K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Shelton Capital Management position in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #681 holding.
Shelton Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 12 quarters since.
Shelton Capital Management's iShares Russell 1000 Value ETF position peaked at $270K in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.