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IWD icon

SignatureFD’s iShares Russell 1000 Value ETF IWD Stock Holding History

SignatureFD’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 		$7.52M Sell
35,187
-102
-0.3% -$22.3K 0.12% 64
2025
Q4 		$7.42M Sell
35,289
-2,351
-6% -$486K 0.11% 67
2025
Q3 		$7.66M Buy
37,640
+1,965
+6% +$391K 0.12% 59
2025
Q2 		$6.93M Sell
35,675
-1,165
-3% -$216K 0.12% 62
2025
Q1 		$6.93M Buy
36,840
+7,212
+24% +$1.37M 0.13% 55
2024
Q4 		$5.49M Buy
29,628
+1,216
+4% +$233K 0.1% 65
2024
Q3 		$5.39M Sell
28,412
-735
-3% -$134K 0.1% 62
2024
Q2 		$5.09M Sell
29,147
-330
-1% -$57.7K 0.1% 62
2024
Q1 		$5.28M Buy
29,477
+1,002
+4% +$170K 0.11% 65
2023
Q4 		$4.71M Buy
28,475
+2,432
+9% +$376K 0.11% 68
2023
Q3 		$3.95M Sell
26,043
-362
-1% -$57.4K 0.1% 72
2023
Q2 		$4.17M Sell
26,405
-2,575
-9% -$394K 0.11% 70
2023
Q1 		$4.41M Sell
28,980
-449
-2% -$69.3K 0.12% 62
2022
Q4 		$4.46M Sell
29,429
-1,728
-6% -$259K 0.13% 59
2022
Q3 		$4.24M Sell
31,157
-4,307
-12% -$647K 0.15% 53
2022
Q2 		$5.14M Sell
35,464
-1,348
-4% -$211K 0.18% 46
2022
Q1 		$6.11M Sell
36,812
-1,605
-4% -$264K 0.18% 43
2021
Q4 		$6.45M Sell
38,417
-400
-1% -$65.5K 0.2% 41
2021
Q3 		$6.08M Buy
38,817
+2,574
+7% +$413K 0.21% 37
2021
Q2 		$5.75M Sell
36,243
-20
-0.1% -$3.17K 0.23% 36
2021
Q1 		$5.5M Sell
36,263
-343
-0.9% -$49.6K 0.24% 32
2020
Q4 		$5M Sell
36,606
-498
-1% -$63.9K 0.24% 30
2020
Q3 		$4.38M Sell
37,104
-2,156
-5% -$256K 0.23% 33
2020
Q2 		$4.42M Buy
39,260
+30,327
+339% +$3.34M 0.27% 29
2020
Q1 		$886K Buy
8,933
+839
+10% +$105K 0.08% 106
2019
Q4 		$1.1M Sell
8,094
-502
-6% -$66.2K 0.08% 108
2019
Q3 		$1.1M Buy
8,596
+1,985
+30% +$252K 0.09% 87
2019
Q2 		$841K Sell
6,611
-728
-10% -$91.1K 0.07% 105
2019
Q1 		$906K Buy
7,339
+569
+8% +$68.4K 0.08% 99
2018
Q4 		$752K Sell
6,770
-11,796
-64% -$1.41M 0.07% 112
2018
Q3 		$2.35M Buy
18,566
+6,340
+52% +$796K 0.24% 40
2018
Q2 		$1.48M Buy
12,226
+6,319
+107% +$768K 0.17% 61
2018
Q1 		$709K Sell
5,907
-428
-7% -$53.4K 0.08% 97
2017
Q4 		$788K Sell
6,335
-1,799
-22% -$218K 0.09% 86
2017
Q3 		$964K Buy
8,134
+2,497
+44% +$291K 0.13% 62
2017
Q2 		$656K Buy
5,637
+2,000
+55% +$230K 0.1% 85
2017
Q1 		$418K Sell
3,637
-558
-13% -$64K 0.06% 149
2016
Q4 		$470K Buy
4,195
+1,583
+61% +$171K 0.08% 99
2016
Q3 		$276K Sell
2,612
-429
-14% -$45.2K 0.04% 179
2016
Q2 		$314K Sell
3,041
-1,363
-31% -$138K 0.05% 134
2016
Q1 		$435K Buy
4,404
+1,632
+59% +$153K 0.07% 82
2015
Q4 		$271K Hold
2,772
– – 0.05% 116
2015
Q3 		$259K Sell
2,772
-118
-4% -$11.7K 0.06% 113
2015
Q2 		$298K Buy
2,890
+1,775
+159% +$186K 0.06% 115
2015
Q1 		$115K Hold
1,115
– – 0.03% 190
2014
Q4 		$116K Buy
1,115
+978
+714% +$99.7K 0.03% 173
2014
Q3 		$14K Hold
137
– – ﹤0.01% 419
2014
Q2 		$14K Buy
+137
New +$13.4K ﹤0.01% 408
2014
Q1 		– Sell
-560
Closed -$53K – 857
2013
Q4 		$53K Buy
+560
New +$50.8K 0.02% 209

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

SignatureFD's IWD Position: Q1 2026 in Review

SignatureFD reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.29% in Q1 2026, selling an estimated $22.3K and leaving 35,187 shares worth $7.52M. The position accounts for 0.12% of the portfolio, ranked #64.

SignatureFD first reported a position in IWD in Q4 2013 and has held it in 49 quarters since. The position peaked at $7.66M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • SignatureFD held 35,187 shares of iShares Russell 1000 Value ETF worth $7.52M as of Q1 2026.
  • SignatureFD sold 102 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $22.3K.
  • iShares Russell 1000 Value ETF made up 0.12% of SignatureFD's portfolio in Q1 2026, its #64 holding.
  • SignatureFD first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 49 quarters since.
  • SignatureFD's iShares Russell 1000 Value ETF position peaked at $7.66M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.