Signature Equity Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Signature Equity 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 Q2	$50.2K	Sell	207 -187	-47%	-$43.6K	0.02%	430
2026 Q1	$84.2K	Sell	394 -45	-10%	-$9.86K	0.05%	318
2025 Q4	$92.2K	Buy	+439	New	+$90.7K	0.05%	285

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

Signature Equity Partners's IWD Position: Q2 2026 in Review

Signature Equity Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 47% in Q2 2026, selling an estimated $43.6K and leaving 207 shares worth $50.2K. The position accounts for 0.02% of the portfolio, ranked #430.

Signature Equity Partners first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $92.2K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Signature Equity Partners held 207 shares of iShares Russell 1000 Value ETF worth $50.2K as of Q2 2026.
Signature Equity Partners sold 187 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $43.6K.
iShares Russell 1000 Value ETF made up 0.02% of Signature Equity Partners's portfolio in Q2 2026, its #430 holding.
Signature Equity Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
Signature Equity Partners's iShares Russell 1000 Value ETF position peaked at $92.2K in Q4 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.