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

Sierra Capital’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 		$7.89M Sell
36,917
-575
-2% -$126K 0.86% 34
2025
Q4 		$7.89M Buy
37,492
+17
+0% +$3.51K 0.83% 35
2025
Q3 		$7.63M Sell
37,475
-4,507
-11% -$897K 0.84% 35
2025
Q2 		$8.15M Sell
41,982
-524
-1% -$97K 0.94% 31
2025
Q1 		$8M Sell
42,506
-1,203
-3% -$229K 0.96% 30
2024
Q4 		$8.09M Buy
43,709
+20
+0% +$3.84K 0.96% 33
2024
Q3 		$8.29M Buy
43,689
+21
+0% +$3.83K 0.99% 30
2024
Q2 		$7.62M Buy
43,668
+15
+0% +$2.62K 1.02% 33
2024
Q1 		$7.82M Buy
43,653
+13,482
+45% +$2.28M 1.02% 29
2023
Q4 		$4.99M Buy
30,171
+85
+0.3% +$13.1K 0.73% 40
2023
Q3 		$4.57M Hold
30,086
– – 0.73% 37
2023
Q2 		$4.75M Buy
30,086
+4
+0% +$612 0.75% 35
2023
Q1 		$4.58M Sell
30,082
-2,249
-7% -$347K 0.74% 38
2022
Q4 		$4.9M Buy
32,331
+13
+0% +$1.95K 0.84% 33
2022
Q3 		$4.39M Hold
32,318
– – 0.82% 33
2022
Q2 		$4.68M Buy
32,318
+4
+0% +$626 0.85% 30
2022
Q1 		$5.36M Sell
32,314
-335
-1% -$55K 0.85% 31
2021
Q4 		$5.48M Buy
32,649
+4
+0% +$655 0.82% 31
2021
Q3 		$5.37M Buy
32,645
+1,005
+3% +$161K 0.9% 31
2021
Q2 		$5.02M Sell
31,640
-950
-3% -$150K 0.93% 27
2021
Q1 		$4.94M Buy
+32,590
New +$4.72M 0.93% 27

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

Sierra Capital's IWD Position: Q1 2026 in Review

Sierra Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q1 2026, selling an estimated $126K and leaving 36,917 shares worth $7.89M. The position accounts for 0.86% of the portfolio, ranked #34.

Sierra Capital first reported a position in IWD in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.29M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Sierra Capital held 36,917 shares of iShares Russell 1000 Value ETF worth $7.89M as of Q1 2026.
  • Sierra Capital sold 575 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $126K.
  • iShares Russell 1000 Value ETF made up 0.86% of Sierra Capital's portfolio in Q1 2026, its #34 holding.
  • Sierra Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 21 quarters since.
  • Sierra Capital's iShares Russell 1000 Value ETF position peaked at $8.29M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.