Sittner & Nelson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sittner & Nelson’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	$56.8K	Hold	266	–	–	0.02%	289
2025 Q4	$59.7K	Hold	266	–	–	0.02%	259
2025 Q3	$54.2K	Sell	266 -80	-23%	-$15.9K	0.02%	248
2025 Q2	$67.2K	Hold	346	–	–	0.03%	224
2025 Q1	$65.1K	Hold	346	–	–	0.03%	212
2024 Q4	$64.1K	Hold	346	–	–	0.03%	205
2024 Q3	$65.7K	Hold	346	–	–	0.03%	209
2024 Q2	$60.4K	Hold	346	–	–	0.03%	192
2024 Q1	$62K	Hold	346	–	–	0.03%	194
2023 Q4	$57.2K	Hold	346	–	–	0.03%	200
2023 Q3	$52.5K	Hold	346	–	–	0.03%	200
2023 Q2	$54.6K	Hold	346	–	–	0.03%	204
2023 Q1	$52.7K	Hold	346	–	–	0.03%	221
2022 Q4	$52.5K	Hold	346	–	–	0.03%	215
2022 Q3	$47K	Hold	346	–	–	0.03%	208
2022 Q2	$50K	Hold	346	–	–	0.03%	213
2022 Q1	$57K	Hold	346	–	–	0.03%	198
2021 Q4	$58K	Hold	346	–	–	0.03%	194
2021 Q3	$54K	Hold	346	–	–	0.03%	188
2021 Q2	$55K	Buy	346 +154	+80%	+$24.4K	0.04%	170
2021 Q1	$29K	Hold	192	–	–	0.02%	210
2020 Q4	$26K	Buy	+192	New	+$24.6K	0.02%	202

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sittner & Nelson's IWD Position: Q1 2026 in Review

Sittner & Nelson held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 266 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #289.

Sittner & Nelson first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $67.2K in Q2 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Sittner & Nelson held 266 shares of iShares Russell 1000 Value ETF worth $56.8K as of Q1 2026.
Sittner & Nelson left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of Sittner & Nelson's portfolio in Q1 2026, its #289 holding.
Sittner & Nelson first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's iShares Russell 1000 Value ETF position peaked at $67.2K in Q2 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.