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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
Q2 		$8.95M Buy
36,928
+11
+0% +$2.56K 0.87% 32
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Sierra Capital's IWD Position: Q2 2026 in Review

Sierra Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 0.03% in Q2 2026, buying an estimated $2.56K and bringing the position to 36,928 shares worth $8.95M. The position accounts for 0.87% of the portfolio, ranked #32.

Sierra Capital first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sierra Capital held 36,928 shares of iShares Russell 1000 Value ETF worth $8.95M as of Q2 2026.
  • Sierra Capital bought 11 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Russell 1000 Value ETF made up 0.87% of Sierra Capital's portfolio in Q2 2026, its #32 holding.
  • Sierra Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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