Smartleaf Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Smartleaf Asset 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	$4.63M	Hold	19,067	–	–	0.15%	115
2026 Q1	$3.99M	Sell	19,067 -11,457	-38%	-$2.51M	0.14%	125
2025 Q4	$6.47M	Buy	30,524 +11,188	+58%	+$2.31M	0.25%	74
2025 Q3	$3.93M	Buy	19,336 +15,759	+441%	+$3.13M	0.24%	77
2025 Q2	$692K	Buy	3,577 +1,474	+70%	+$273K	0.06%	319
2025 Q1	$392K	Buy	2,103 +1,080	+106%	+$206K	0.04%	412
2024 Q4	$189K	Buy	1,023 +232	+29%	+$44.5K	0.02%	563
2024 Q3	$150K	Buy	791 +456	+136%	+$83.1K	0.02%	588
2024 Q2	$58.4K	Hold	335	–	–	0.01%	700
2024 Q1	$59.8K	Hold	335	–	–	0.01%	639
2023 Q4	$55.5K	Buy	+335	New	+$51.7K	0.01%	519

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

Smartleaf Asset Management's IWD Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 19,067 shares worth $4.63M. The position accounts for 0.15% of the portfolio, ranked #115.

Smartleaf Asset Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.47M in Q4 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Smartleaf Asset Management held 19,067 shares of iShares Russell 1000 Value ETF worth $4.63M as of Q2 2026.
Smartleaf Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.15% of Smartleaf Asset Management's portfolio in Q2 2026, its #115 holding.
Smartleaf Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares Russell 1000 Value ETF position peaked at $6.47M in Q4 2025.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.