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Strategic Blueprint’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Blueprint’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 		$1.19M Sell
5,584
-2,135
-28% -$468K 0.07% 254
2025
Q4 		$1.62M Sell
7,719
-832
-10% -$172K 0.1% 207
2025
Q3 		$1.74M Buy
8,551
+411
+5% +$81.8K 0.08% 227
2025
Q2 		$1.58M Buy
8,140
+2,458
+43% +$455K 0.08% 225
2025
Q1 		$1.07M Sell
5,682
-127
-2% -$24.2K 0.06% 278
2024
Q4 		$1.08M Sell
5,809
-482
-8% -$92.5K 0.06% 252
2024
Q3 		$1.19M Buy
6,291
+3
+0% +$547 0.07% 225
2024
Q2 		$1.1M Sell
6,288
-29
-0.5% -$5.07K 0.07% 227
2024
Q1 		$1.13M Buy
6,317
+273
+5% +$46.2K 0.08% 228
2023
Q4 		$999K Sell
6,044
-162
-3% -$25K 0.08% 227
2023
Q3 		$942K Sell
6,206
-204
-3% -$32.4K 0.09% 217
2023
Q2 		$1.01M Sell
6,410
-1,092
-15% -$167K 0.1% 199
2023
Q1 		$1.14M Buy
7,502
+1,897
+34% +$293K 0.12% 170
2022
Q4 		$850K Sell
5,605
-801
-13% -$120K 0.1% 217
2022
Q3 		$871K Sell
6,406
-429
-6% -$64.5K 0.1% 201
2022
Q2 		$991K Sell
6,835
-68
-1% -$10.6K 0.12% 177
2022
Q1 		$1.15M Sell
6,903
-846
-11% -$139K 0.13% 160
2021
Q4 		$1.3M Buy
7,749
+308
+4% +$50.5K 0.16% 139
2021
Q3 		$1.17M Sell
7,441
-584
-7% -$93.6K 0.18% 122
2021
Q2 		$1.27M Buy
8,025
+525
+7% +$83.1K 0.2% 103
2021
Q1 		$1.14M Buy
7,500
+770
+11% +$111K 0.24% 95
2020
Q4 		$920K Buy
+6,730
New +$863K 0.23% 95
2019
Q4 		– Sell
-586
Closed -$75K – 262
2019
Q3 		$75K Buy
+586
New +$74.5K 0.06% 124

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

Strategic Blueprint's IWD Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q1 2026, selling an estimated $468K and leaving 5,584 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #254.

Strategic Blueprint first reported a position in IWD in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.74M in Q3 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Strategic Blueprint held 5,584 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q1 2026.
  • Strategic Blueprint sold 2,135 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $468K.
  • iShares Russell 1000 Value ETF made up 0.07% of Strategic Blueprint's portfolio in Q1 2026, its #254 holding.
  • Strategic Blueprint first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 23 quarters since.
  • Strategic Blueprint's iShares Russell 1000 Value ETF position peaked at $1.74M in Q3 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.