SJS Investment Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History

SJS Investment Consulting’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	$44.4K	Hold	183	–	–	﹤0.01%	512
2026 Q1	$39.1K	Hold	183	–	–	﹤0.01%	475
2025 Q4	$38.5K	Hold	183	–	–	﹤0.01%	444
2025 Q3	$37.3K	Hold	183	–	–	0.01%	411
2025 Q2	$35.5K	Hold	183	–	–	0.01%	216
2025 Q1	$34.4K	Hold	183	–	–	0.01%	232
2024 Q4	$33.9K	Hold	183	–	–	0.01%	223
2024 Q3	$34.7K	Buy	183 +112	+158%	+$20.4K	0.01%	226
2024 Q2	$12.4K	Hold	71	–	–	﹤0.01%	312
2024 Q1	$12.7K	Hold	71	–	–	﹤0.01%	330
2023 Q4	$11.7K	Hold	71	–	–	﹤0.01%	287
2023 Q3	$10.8K	Hold	71	–	–	﹤0.01%	280
2023 Q2	$11.2K	Hold	71	–	–	﹤0.01%	264
2023 Q1	$10.8K	Hold	71	–	–	﹤0.01%	280
2022 Q4	$10.8K	Hold	71	–	–	﹤0.01%	280
2022 Q3	$10K	Buy	+71	New	+$10.7K	﹤0.01%	289
2022 Q1	$12K	Hold	71	–	–	﹤0.01%	368
2021 Q4	$12K	Buy	+71	New	+$11.6K	﹤0.01%	350

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

SJS Investment Consulting's IWD Position: Q2 2026 in Review

SJS Investment Consulting held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 183 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

SJS Investment Consulting first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SJS Investment Consulting held 183 shares of iShares Russell 1000 Value ETF worth $44.4K as of Q2 2026.
SJS Investment Consulting left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #512 holding.
SJS Investment Consulting first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.