Stifel Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stifel Financial’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	$313M	Sell	1,465,808 -450,504	-24%	-$98.7M	0.29%	77
2025 Q4	$403M	Buy	1,916,312 +400,051	+26%	+$82.6M	0.36%	53
2025 Q3	$309M	Sell	1,516,261 -289,131	-16%	-$57.5M	0.28%	76
2025 Q2	$351M	Sell	1,805,392 -87,133	-5%	-$16.1M	0.34%	69
2025 Q1	$356M	Sell	1,892,525 -242,659	-11%	-$46.2M	0.38%	61
2024 Q4	$395M	Buy	2,135,184 +187,759	+10%	+$36M	0.41%	57
2024 Q3	$370M	Buy	1,947,425 +70,612	+4%	+$12.9M	0.39%	61
2024 Q2	$327M	Buy	1,876,813 +213,570	+13%	+$37.3M	0.37%	63
2024 Q1	$298M	Sell	1,663,243 -305,432	-16%	-$51.7M	0.34%	73
2023 Q4	$325M	Buy	1,968,675 +298,276	+18%	+$46.1M	0.41%	58
2023 Q3	$254M	Sell	1,670,399 -146,095	-8%	-$23.2M	0.36%	70
2023 Q2	$287M	Buy	1,816,494 +119,152	+7%	+$18.2M	0.39%	66
2023 Q1	$258M	Sell	1,697,342 -507,150	-23%	-$78.3M	0.37%	70
2022 Q4	$334M	Buy	2,204,492 +250,790	+13%	+$37.5M	0.5%	47
2022 Q3	$266M	Sell	1,953,702 -42,314	-2%	-$6.36M	0.44%	52
2022 Q2	$289M	Buy	1,996,016 +350,425	+21%	+$54.8M	0.45%	50
2022 Q1	$273M	Sell	1,645,591 -208,363	-11%	-$34.2M	0.37%	62
2021 Q4	$311M	Buy	1,853,954 +78,555	+4%	+$12.9M	0.41%	55
2021 Q3	$278M	Buy	1,775,399 +12,140	+0.7%	+$1.95M	0.41%	61
2021 Q2	$280M	Buy	1,763,259 +241,318	+16%	+$38.2M	0.42%	58
2021 Q1	$231M	Buy	1,521,941 +69,766	+5%	+$10.1M	0.38%	63
2020 Q4	$199M	Buy	1,452,175 +86,637	+6%	+$11.1M	0.35%	72
2020 Q3	$161M	Sell	1,365,538 -571,515	-30%	-$67.8M	0.33%	82
2020 Q2	$218M	Sell	1,937,053 -63,069	-3%	-$6.94M	0.5%	48
2020 Q1	$198M	Buy	2,000,122 +525,532	+36%	+$65.5M	0.55%	40
2019 Q4	$201M	Buy	1,474,590 +610,885	+71%	+$80.5M	0.42%	58
2019 Q3	$111M	Buy	863,705 +32,965	+4%	+$4.19M	0.28%	86
2019 Q2	$106M	Sell	830,740 -29,445	-3%	-$3.69M	0.27%	90
2019 Q1	$106M	Sell	860,185 -131,839	-13%	-$15.8M	0.3%	77
2018 Q4	$110M	Buy	992,024 +66,202	+7%	+$7.93M	0.36%	60
2018 Q3	$117M	Buy	925,822 +4,764	+0.5%	+$598K	0.34%	67
2018 Q2	$112M	Buy	921,058 +35,188	+4%	+$4.28M	0.34%	65
2018 Q1	$106M	Buy	885,870 +167,856	+23%	+$20.9M	0.34%	67
2017 Q4	$89.1M	Buy	718,014 +39,377	+6%	+$4.77M	0.28%	84
2017 Q3	$80.5M	Sell	678,637 -93,709	-12%	-$10.9M	0.28%	85
2017 Q2	$90M	Sell	772,346 -192,049	-20%	-$22.1M	0.33%	71
2017 Q1	$111M	Buy	964,395 +348,511	+57%	+$40M	0.43%	45
2016 Q4	$68.9M	Buy	615,884 +25,650	+4%	+$2.77M	0.29%	82
2016 Q3	$62.3M	Sell	590,234 -7,635	-1%	-$805K	0.28%	87
2016 Q2	$61.7M	Buy	597,869 +85,613	+17%	+$8.64M	0.29%	89
2016 Q1	$50.6M	Sell	512,256 -16,100	-3%	-$1.51M	0.27%	94
2015 Q4	$51.7M	Buy	528,356 +38,030	+8%	+$3.77M	0.27%	94
2015 Q3	$45.7M	Buy	490,326 +62,765	+15%	+$6.23M	0.26%	101
2015 Q2	$44.1M	Buy	427,561 +5,410	+1%	+$567K	0.23%	117
2015 Q1	$43.5M	Buy	422,151 +29,079	+7%	+$3.01M	0.24%	106
2014 Q4	$41M	Buy	393,072 +15,878	+4%	+$1.62M	0.23%	106
2014 Q3	$37.8M	Buy	377,194 +985	+0.3%	+$99.8K	0.33%	58
2014 Q2	$38.1M	Buy	376,209 +22,964	+7%	+$2.25M	0.34%	50
2014 Q1	$34.1M	Buy	+353,245	New	+$33.1M	0.33%	54

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

Stifel Financial's IWD Position: Q1 2026 in Review

Stifel Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q1 2026, selling an estimated $98.7M and leaving 1,465,808 shares worth $313M. The position accounts for 0.29% of the portfolio, ranked #77.

Stifel Financial first reported a position in IWD in Q1 2014 and has held it in 49 quarters since. The position peaked at $403M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Stifel Financial held 1,465,808 shares of iShares Russell 1000 Value ETF worth $313M as of Q1 2026.
Stifel Financial sold 450,504 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $98.7M.
iShares Russell 1000 Value ETF made up 0.29% of Stifel Financial's portfolio in Q1 2026, its #77 holding.
Stifel Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 49 quarters since.
Stifel Financial's iShares Russell 1000 Value ETF position peaked at $403M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.