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Steigerwald Gordon & Koch’s iShares Russell 1000 Value ETF IWD Stock Holding History

Steigerwald Gordon & Koch’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 		$17.5K Hold
72
– – ﹤0.01% 460
2026
Q1 		$15.4K Hold
72
– – ﹤0.01% 464
2025
Q4 		$15.1K Hold
72
– – ﹤0.01% 497
2025
Q3 		$14.7K Buy
+72
New +$14.3K ﹤0.01% 473

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Steigerwald Gordon & Koch's IWD Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 72 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Steigerwald Gordon & Koch first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Steigerwald Gordon & Koch held 72 shares of iShares Russell 1000 Value ETF worth $17.5K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #460 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.