Signature Resources Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Signature Resources Capital Management’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	$64.7K	Buy	267 +159	+147%	+$37K	0.03%	128
2026 Q1	$23.1K	Sell	108 -274	-72%	-$60K	0.01%	202
2025 Q4	$80.3K	Buy	+382	New	+$78.9K	0.04%	102

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 Resources Capital Management's IWD Position: Q2 2026 in Review

Signature Resources Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 147% in Q2 2026, buying an estimated $37K and bringing the position to 267 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #128.

Signature Resources Capital Management first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.3K in Q4 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Signature Resources Capital Management held 267 shares of iShares Russell 1000 Value ETF worth $64.7K as of Q2 2026.
Signature Resources Capital Management bought 159 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $37K.
iShares Russell 1000 Value ETF made up 0.03% of Signature Resources Capital Management's portfolio in Q2 2026, its #128 holding.
Signature Resources Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
Signature Resources Capital Management's iShares Russell 1000 Value ETF position peaked at $80.3K in Q4 2025.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Signature Resources Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.