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StoneX Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

StoneX 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
Q1 		$76.7M Buy
359,068
+1,563
+0.4% +$342K 4.13% 3
2025
Q4 		$75.2M Buy
357,505
+5,808
+2% +$1.2M 3.26% 3
2025
Q3 		$71.6M Buy
351,697
+9,469
+3% +$1.88M 3.12% 3
2025
Q2 		$66.5M Buy
342,228
+8,547
+3% +$1.58M 3.23% 3
2025
Q1 		$62.8M Buy
333,681
+6,248
+2% +$1.19M 3.44% 3
2024
Q4 		$60.6M Buy
+327,433
New +$62.8M 3.33% 3
2023
Q1 		– Sell
-248,255
Closed -$37.7M – 580
2022
Q4 		$37.7M Buy
248,255
+6,489
+3% +$971K 5.48% 3
2022
Q3 		$33.1M Buy
241,766
+19,746
+9% +$2.97M 6.16% 3
2022
Q2 		$32.2M Buy
222,020
+11,813
+6% +$1.85M 5.27% 2
2022
Q1 		$34.9M Buy
210,207
+105,467
+101% +$17.3M 3.3% 5
2021
Q4 		$17.6M Buy
104,740
+101,751
+3,404% +$16.7M 2.03% 6
2021
Q3 		$468K Buy
2,989
+108
+4% +$17.3K 0.07% 270
2021
Q2 		$457K Sell
2,881
-55
-2% -$8.71K 0.07% 258
2021
Q1 		$445K Sell
2,936
-28
-0.9% -$4.05K 0.08% 238
2020
Q4 		$405K Buy
2,964
+1,071
+57% +$137K 0.09% 221
2020
Q3 		$224K Buy
+1,893
New +$224K 0.07% 282
2018
Q4 		– Sell
-2,109
Closed -$267K – 223
2018
Q3 		$267K Buy
2,109
+184
+10% +$23.1K 0.2% 182
2018
Q2 		$234K Hold
1,925
– – 0.2% 195
2018
Q1 		$231K Hold
1,925
– – 0.22% 186
2017
Q4 		$239K Sell
1,925
-16
-0.8% -$1.94K 0.25% 167
2017
Q3 		$230K Buy
+1,941
New +$226K 0.29% 144

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

StoneX Group's IWD Position: Q1 2026 in Review

StoneX Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.44% in Q1 2026, buying an estimated $342K and bringing the position to 359,068 shares worth $76.7M. The position accounts for 4.13% of the portfolio, ranked #3.

StoneX Group first reported a position in IWD in Q3 2017 and has held it in 21 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • StoneX Group held 359,068 shares of iShares Russell 1000 Value ETF worth $76.7M as of Q1 2026.
  • StoneX Group bought 1,563 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $342K.
  • iShares Russell 1000 Value ETF made up 4.13% of StoneX Group's portfolio in Q1 2026, its #3 holding.
  • StoneX Group first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 21 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.