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 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 $1.37T 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

Smartleaf Asset Management's IWD Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 38% in Q1 2026, selling an estimated $2.51M and leaving 19,067 shares worth $3.99M. The position accounts for 0.14% of the portfolio, ranked #125.

Smartleaf Asset Management first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.47M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Smartleaf Asset Management held 19,067 shares of iShares Russell 1000 Value ETF worth $3.99M as of Q1 2026.
Smartleaf Asset Management sold 11,457 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.51M.
iShares Russell 1000 Value ETF made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #125 holding.
Smartleaf Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares Russell 1000 Value ETF position peaked at $6.47M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.