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Simplicity Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Simplicity Wealth’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 		$4.67M Buy
19,255
+3,221
+20% +$750K 0.16% 140
2026
Q1 		$3.43M Buy
16,034
+44
+0.3% +$9.64K 0.19% 114
2025
Q4 		$3.36M Sell
15,990
-2,734
-15% -$565K 0.2% 117
2025
Q3 		$3.81M Sell
18,724
-14,355
-43% -$2.86M 0.22% 104
2025
Q2 		$6.43M Buy
33,079
+13,627
+70% +$2.52M 0.27% 82
2025
Q1 		$3.66M Buy
19,452
+17,268
+791% +$3.29M 0.28% 79
2024
Q4 		$404K Sell
2,184
-15,273
-87% -$2.93M 0.08% 194
2024
Q3 		$3.31M Sell
17,457
-83,097
-83% -$15.1M 0.31% 73
2024
Q2 		$17.5M Sell
100,554
-1,411
-1% -$247K 0.4% 43
2024
Q1 		$18.3M Buy
101,965
+85,379
+515% +$14.4M 0.44% 38
2023
Q4 		$2.74M Buy
16,586
+4,218
+34% +$651K 1.06% 22
2023
Q3 		$1.88M Buy
12,368
+57
+0.5% +$9.04K 1.1% 22
2023
Q2 		$1.94M Buy
12,311
+3,876
+46% +$593K 1.21% 19
2023
Q1 		$1.28M Buy
8,435
+5,659
+204% +$874K 0.85% 26
2022
Q4 		$421K Buy
+2,776
New +$416K 0.37% 38

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

Simplicity Wealth's IWD Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q2 2026, buying an estimated $750K and bringing the position to 19,255 shares worth $4.67M. The position accounts for 0.16% of the portfolio, ranked #140.

Simplicity Wealth first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $18.3M in Q1 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Simplicity Wealth held 19,255 shares of iShares Russell 1000 Value ETF worth $4.67M as of Q2 2026.
  • Simplicity Wealth bought 3,221 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $750K.
  • iShares Russell 1000 Value ETF made up 0.16% of Simplicity Wealth's portfolio in Q2 2026, its #140 holding.
  • Simplicity Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares Russell 1000 Value ETF position peaked at $18.3M in Q1 2024.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.