Stanley-Laman Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stanley-Laman Group’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	$537K	Hold	2,216	–	–	0.05%	234
2026 Q1	$473K	Sell	2,216 -7	-0.3%	-$1.53K	0.06%	218
2025 Q4	$468K	Sell	2,223 -373	-14%	-$77K	0.06%	218
2025 Q3	$528K	Hold	2,596	–	–	0.08%	188
2025 Q2	$504K	Buy	2,596 +4	+0.2%	+$741	0.07%	194
2025 Q1	$488K	Buy	2,592 +6	+0.2%	+$1.14K	0.08%	196
2024 Q4	$479K	Sell	2,586 -1,209	-32%	-$232K	0.07%	206
2024 Q3	$720K	Hold	3,795	–	–	0.1%	177
2024 Q2	$662K	Sell	3,795 -5	-0.1%	-$874	0.1%	170
2024 Q1	$681K	Buy	3,800 +8	+0.2%	+$1.35K	0.1%	174
2023 Q4	$627K	Buy	3,792 +15	+0.4%	+$2.32K	0.1%	169
2023 Q3	$573K	Hold	3,777	–	–	0.1%	168
2023 Q2	$596K	Buy	+3,777	New	+$577K	0.1%	165
2016 Q1	–	Sell	-2,042	Closed	-$200K	–	322
2015 Q4	$200K	Buy	+2,042	New	+$203K	0.03%	313

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

Stanley-Laman Group's IWD Position: Q2 2026 in Review

Stanley-Laman Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,216 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #234.

Stanley-Laman Group first reported a position in IWD in Q4 2015 and has held it in 14 quarters since. The position peaked at $720K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stanley-Laman Group held 2,216 shares of iShares Russell 1000 Value ETF worth $537K as of Q2 2026.
Stanley-Laman Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Stanley-Laman Group's portfolio in Q2 2026, its #234 holding.
Stanley-Laman Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 14 quarters since.
Stanley-Laman Group's iShares Russell 1000 Value ETF position peaked at $720K in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stanley-Laman Group's 13F filing for Q2 2026, filed 5 Aug 2026.