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Signature Estate & Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Signature Estate & Investment Advisors’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 		$889K Sell
3,667
-576
-14% -$134K 0.02% 297
2026
Q1 		$907K Buy
4,243
+1,046
+33% +$229K 0.02% 285
2025
Q4 		$673K Sell
3,197
-45
-1% -$9.29K 0.01% 335
2025
Q3 		$660K Sell
3,242
-6
-0.2% -$1.19K 0.01% 332
2025
Q2 		$631K Sell
3,248
-262
-7% -$48.5K 0.01% 312
2025
Q1 		$661K Buy
3,510
+646
+23% +$123K 0.02% 284
2024
Q4 		$530K Buy
2,864
+11
+0.4% +$2.11K 0.01% 317
2024
Q3 		$541K Buy
2,853
+11
+0.4% +$2K 0.01% 292
2024
Q2 		$496K Buy
+2,842
New +$497K 0.01% 295
2019
Q1 		– Sell
-963
Closed -$107K – 170
2018
Q4 		$107K Buy
963
+152
+19% +$18.2K 0.01% 167
2018
Q3 		$103K Buy
+811
New +$102K 0.01% 151
2016
Q4 		– Sell
-954
Closed -$101K – 168
2016
Q3 		$101K Buy
+954
New +$101K 0.01% 156
2016
Q2 		– Sell
-1,074
Closed -$106K – 164
2016
Q1 		$106K Buy
1,074
+5
+0.5% +$468 0.02% 120
2015
Q4 		$105K Sell
1,069
-83
-7% -$8.24K 0.02% 117
2015
Q3 		$107K Buy
1,152
+57
+5% +$5.66K 0.02% 103
2015
Q2 		$113K Buy
1,095
+56
+5% +$5.87K 0.03% 87
2015
Q1 		$107K Sell
1,039
-35
-3% -$3.63K 0.03% 82
2014
Q4 		$112K Buy
+1,074
New +$110K 0.04% 78

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

Signature Estate & Investment Advisors's IWD Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q2 2026, selling an estimated $134K and leaving 3,667 shares worth $889K. The position accounts for 0.02% of the portfolio, ranked #297.

Signature Estate & Investment Advisors first reported a position in IWD in Q4 2014 and has held it in 18 quarters since. The position peaked at $907K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,667 shares of iShares Russell 1000 Value ETF worth $889K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 576 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell 1000 Value ETF made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #297 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 18 quarters since.
  • Signature Estate & Investment Advisors's iShares Russell 1000 Value ETF position peaked at $907K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.