Shepherd Kaplan Krochuk’s iShares Russell 1000 Value ETF IWD Stock Holding History

Shepherd Kaplan Krochuk’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	$227K	Buy	+938	New	+$218K	0.18%	61
2019 Q3	–	Sell	-1,846	Closed	-$235K	–	169
2019 Q2	$235K	Buy	1,846 +10	+0.5%	+$1.25K	0.17%	135
2019 Q1	$227K	Buy	1,836 +10	+0.5%	+$1.2K	0.14%	147
2018 Q4	$203K	Buy	+1,826	New	+$219K	0.14%	146

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

Shepherd Kaplan Krochuk's IWD Position: Q2 2026 in Review

Shepherd Kaplan Krochuk opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 938 shares worth $227K. The stake represents 0.18% of the portfolio and ranks #61 among its holdings. This is a return to the name: Shepherd Kaplan Krochuk previously reported a position in IWD as recently as Q2 2019.

Shepherd Kaplan Krochuk first reported a position in IWD in Q4 2018 and has held it in 4 quarters since. The position peaked at $235K in Q2 2019. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Shepherd Kaplan Krochuk held 938 shares of iShares Russell 1000 Value ETF worth $227K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Shepherd Kaplan Krochuk position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.18% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #61 holding.
Shepherd Kaplan Krochuk first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 4 quarters since.
Shepherd Kaplan Krochuk's iShares Russell 1000 Value ETF position peaked at $235K in Q2 2019.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.